Following the lifting on certain Government restrictions, we are now seeing clients again on a limited face-to-face basis. Our offices are open, and allow for a limited amount of socially distanced meetings by appointment. These appointments must be limited to two people visiting, both from the same household. We are providing hand-washing facilities and hand-santizer, which we will ask clients to use on arrival. As we are not a retail site, and meetings can be held at 2-metres distance, we offer clients the choice of whether they wish to wear face-masks, and it is not compulsory at this stage. This is also the case for off-site meetings, such as home visits.

During this time, we are still also available to our clients via telephone or web-conferencing facilities. If you have any questions or queries, relating to how the Covid-19 crisis is affecting your financial planning, or on how we are currently working with our clients during the current time, please contact us on 033 0133 0122 or at

Importantly, we hope you and your families are well and staying safe.