by Emma Lowe | May 17, 2020 | Business
The first stage of lifting lockdown has stipulated that if you cannot work from home then you can go to work. Many advisers, brokers and Will Writers will be lucky that they can work from home, but there are likely to be scenarios when you do need to visit a client in...
by Emma Lowe | Apr 30, 2020 | Marketing
As a financial adviser, will writer or estate planner, it can maybe seem a bit difficult at the moment to market your business without it seeming a little inappropriate or bad timing. Your client knowledge Sensitivity is required, but the most important thing for...
by Emma Lowe | Apr 28, 2020 | Will Trusts
There are pros and cons to everything, and what’s right for one person does not always suit another. Wills are no different. Over recent weeks there has been a rise in the number of people seeking advice on making a Will and looking at where to go to or who to ask for...
by Emma Lowe | Mar 29, 2020 | Will Trusts
Many of us are all now adapting to the Government's guidance of working from home as much as possible. A unique challenge you may have is how to continue taking instructions for Wills within the parameters of social distancing and self-isolation. I’m sure you will...
by Emma Lowe | Mar 19, 2020 | Business
Our Cyber Security provider, The Armour Group, have given us some great tips on how to ensure your business can stay digitally secure when working from home: Get in the habit of checking the credentials of the programs you log in to. Is it a random link provided by...
