It continues to be the constant topic of debate so we wanted to reassure all of our clients that we are alert to the risks and the actions we can all take in keeping ourselves, our colleagues and clients safe, to best endeavours
Whilst we continue to closely monitor Government advice regarding the coronavirus, the situation is changing daily. Boris said yesterday that “this is the worst public health crisis for a generation”
Although the advice currently points towards adopting a ‘business as usual’ approach, and we are not currently advising that face to face mortgage meetings are cancelled, if you are experiencing any of the symptoms of coronavirus then you should self-isolate and not attend a face-to-face appointment with our advisors. Clearly this could change at very short notice dependant on ongoing Government advice.
For the provision of regulated mortgage & protection advice, there is no pre-requisite to meet with clients on a face-to-face basis.
Telephone, email and Skype appointments are all options that we can employ. In fact, most appointments now happen in this way in any case, since Taylor Milburn Financial adopted a much more flexible approach to appointments in 2018, to cater for people with busy lives.
Should it be deemed that face-to-face contact with clients is unwise, then we are fortunate enough to be able to move quickly & completely to a phone and email model, for the foreseeable future. With all relevant documents uploaded directly through the Stonebridge Revolution portal.
The FCA has advised that firms should consider contingency arrangements on how staff can operate from home; how to provide client access to staff if they are not working from their normal location; ensuring technology and security is maintained at non-office locations particularly around the back-up of information and the like.
We are fortunate to already have cloud-based infrastructure in place (primarily through Stonebridge ‘Revolution’ software) to help support our clients during what is an unprecedented time
At Taylor Milburn Financial the measures we can implement are designed to make sure central functions such as compliance, technology and finance can still operate efficiently, even if we are forced to close our hub offices at Braintree & Takeley, with staff being forced to self-isolate.
Meanwhile, we have reiterated NHS advice to all our staff that they should: –
• Wash hands with soap and water often – do this for at least 20 seconds.
• Always wash hands when you get home or into work.
• Use hand sanitiser gel if soap and water are not available.
• Cover your mouth and nose with a tissue or your sleeve (not your hands) when you cough or sneeze.
• Put used tissues in the bin straight away and wash your hands afterwards.
• Try to avoid close contact with people who are unwell.
• Do not touch your eyes, nose or mouth if your hands are not clean.
You can keep up to date with the latest Government advice
Your wellbeing is paramount
Above all, we would like to emphasise that the wellbeing of our clients and our mortgage advisors alike are equally important.