308 JUNE 20 – Gryffe Advertizer

e: info@advertizer.co.uk | www.advertizer.co.uk
June 2020
At Afflluent Financial Planning we are open for business and have
remained so throughout the pandemic.
We have one member of staff working in the office, but no members
of the public are allowed access. The other team members are
working from home on their laptops. Our telephones are VOIP, so
when the pandemic hit we simply picked them up and plugged
them into our routers at home.
Client meetings continue to take place using Zoom and latterly,
Microsoft Teams. Occasionally, someone simply asks for a telephone
meeting which is not a problem.
We have had new clients come on board in this time and continue
to keep really busy. We look forward to speaking with present and
new clients in the weeks to come.
We are working and following the strict social distancing
guidelines. We are pleased to be able to help our
customers during this challenging time.
Hello everyone,
Sadly, and obviously, I cannot see people face-to-face at this time.
However, it is possible to prepare or update a Will over the phone
and send it for approval online. The same applies with a Power of
Attorney. I can carry out preparation work and if documents do
need to be signed urgently, I can work that out between the client
and myself.
Trust work is more complicated, but I can still provide advice on
the subject and get everything in order for when the situation
improves.
Lorna
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