Karen - Private Client: Online Onboarding

Background

gpfm was recommended to Karen when she began to feel her previous Financial Adviser was not being proactive enough, especially during the first half of 2020 when stock markets were very volatile. Karen wanted some reassurance about her portfolio and was naturally concerned.

Her main goals are planning for her future and making the most of her finances. Karen also had ideas that she wanted expert input on, including tax-efficient strategies and future planning.

Key challenges

As many people are finding during this extraordinary time, meeting face to face inside is still something to be avoided. That is why we are still conducting meetings via secure video conference, to provide the personal service we are known for safely.

Outcome

Karen found the online experience with Scott to be smooth and, in her own words, “really informative and really clear”. Although face to face will always be the first choice, video calls work well for meetings at the present time.

Everything Karen wanted to achieve was addressed in the meeting, and she described it as a very positive experience where she was able to get all the information that she needed.

Quote from the client

“I would recommend gpfm – so far they have been very proactive, all my questions have been answered promptly and I find the monthly newsletters to be very helpful. Overall, the broader communications help to make me feel looked after and my personal experiences leave me confident that everything is being taken care of well.”

P.S. The above image is Karen and her daughter on a trip to New York! She  plans to go on a lot more trips when she fully retires.

If you would like to talk to a member of the team here at gpfm, please don’t hesitate to get in touch over email enquiries@gpfm.co.uk or call 01992500261.

This article is for information only and must not be considered as financial advice. We always recommend that you seek independent financial advice before making any financial decisions. Investments can go down as well as up and you may get back less than you invested.

About gpfm  

gpfm are an independent financial planning company dedicated to the provision of personal, professional, and objective-driven advice for our clients. We have been awarded the Chartered Financial Planners title by the Chartered Insurance Institute for offering high quality, independent and informed advice that meets the needs of our clients.