Visiting clients at home during COVID-19

Visiting clients at home during COVID-19

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...
How to market your business during lockdown

How to market your business during lockdown

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...
Getting a Will signed during social distancing

Getting a Will signed during social distancing

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...