Financial Planners Chartered

We are open for business, despite office lock down



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DAVID WILLIAMS IFA has temporarily closed our offices to all visitors and all but a handful of staff, as we follow the latest Government guidance in mitigating the impact of the Coronavirus outbreak.

Nevertheless, we continue to trade as normal and are fully able to serve both existing and new clients.

Managing Director Nick Beal has sent the following update to clients and many professional connections:

We are keen to keep in touch to update and hopefully reassure you that we will maintain as high a level of service as possible during these very challenging times.

In so far as our office practicalities are concerned, I can confirm that virtually all staff are working remotely from home and that we are hopeful that with the detailed preparations that we have put in place over the past few weeks, we will be able to continue to communicate between each other and clients efficiently.

Our aim is, of course, to provide as close to our normal standard of service as is possible. As I’m sure you’ll appreciate, however, there will be limitations beyond our control such as the response times from product providers etc that could lead to unavoidable delays in some of the work that we would like to carry out for you.

All office staff are connected with each other by secure means, including email and video conferencing. By happy coincidence, our move to the new Waterside office at the end of last year means we now have a virtual switchboard, with even receptionists able to work from home. This means that your phone call to our usual 01604 621302 number can be easily redirected to your adviser and their team no matter where they are working.

We are pleased to report that our staff are showing their usual David Williams IFA professionalism and goodwill to pull together and make sure we can do what we need to do.

The best way of contacting us for the foreseeable future will be by email in the first instance, although telephone lines should find their way through to the right person providing that internet and mobile networks are good enough. Where providers will allow, and many are doing so, we’re able to dispense with the need for ‘wet ink’ signatures, which means that a scanned copy (rather than an original) of an application form can suffice.

Face-to-face client meetings were suspended earlier this month but our Advisers are fully able to conduct Zoom, Skype or telephone reviews with you.

Thank you for your cooperation and patience whilst these emergency measures prevail – please bear with us as we will certainly be doing our very best to maintain an acceptable level of service as far as we are able.

With best wishes to you and your family during these unprecedented times.

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