Ian and Sue - Private Clients: online review

Background
Ian and Sue have been clients of gpfm since 1989, originally working with Gerald Pepper many years ago. In recent years, Scott has been their adviser and they currently come to gpfm for reviews of their financial investments every six months. Ian’s professional background is as a salesman and then a branch manager, having retired five years ago.

Key challenges
Scott usually travels to Ian and Sue’s home for the six-monthly review, however since the advent of Covid-19 and lockdown measures, he determined that it was not appropriate to do so anymore.

Instead, an online review via video call was suggested. Having considered the platforms available for the review and in particular the security and confidentiality of data, the review was carried out using Join.me and FaceTime.

Outcome
The clients were happy with both Scott and their overall experience via video went smoothly. Although they still prefer face to face (when possible), they were able to see the shared screen easily and get the information they needed.

Ian and Sue were also able to gain access to the Wealth Builder platform to view their portfolio online to keep track of the portfolio themselves. Scott was able to guide them through the process during the lockdown, provide them with support and advice when needed, and explain everything simply and calmly.

Quote from clients

“The online review with Scott went very well. He made things comfortable and as similar to our normal face to face meetings as possible. He showed us a slide show over the Facetime call, which was all very easy and seamless. We would be happy to do this again if the restraints of lockdown are still in place – but nothing beats face to face.”

P.S The above image Is of Ian and Sue enjoying their retirement on a trip to India!

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.

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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.