Coronavirus – Business Continuity Plan – 17th March 2020

With the concerns surrounding the COVID-19 outbreak we wish to reassure our clients and contacts that Chartered Wealth Management is taking all sensible precautions to minimise the potential impacts on clients, staff and operations. This will help us to ensure business as usual during what is typically a busy time of year.

• We are keeping matters under close review and following all appropriate UK Government guidance to ensure the wellbeing of our employees, their families and our clients.
• We have robust contingency plans in place to ensure that client work will be able to continue with minimal disruption. Our plans will ensure the continuity, integrity and level of service that we provide to help you meet your objectives and priorities during this time.
• As part of our business continuity plan all employees have laptops and are able to operate remotely if required.
• We operate in a paperless environment and so all client records and transactional documents are held electronically and can be accessed remotely.
• We are currently continuing to operate face to face meetings but if you would like to use other methods of communication then we do have the ability to hold video or telephone conferencing.

The Chartered Wealth Management team can be contacted via email or phone in the normal way. At the present time our office is open as normal.

As always, we will continue to do all that we can to support you during this challenging time.