Client experience through coronavirus

Posted 30.04.2020

We’re all having to adapt in our own ways since the announcement of a national lockdown in the UK, and at Rhodes Wealth Management it has provided us with an opportunity to explore new ways of communicating with our clients, being present in a time of uncertainty.

A proportion of our clients fall into the government’s ‘vulnerable’ category, for a number of reasons. With this in mind, we have been reaching out to our clients, through well-being calls to provide reassurance throughout an unusual situation and checking whether they are receiving regular support, such as help with shopping from friends, family, or volunteers.

Many clients are business owners, facing an unprecedented period of disruption and stress. The coronavirus job retention scheme covers up to 80% of an employee’s salary (up to £2,500), dating back to the 1st March 2020, which is now available until the end of June. We are here to help our clients with any queries. For those with concerns about their retirement income, we are happy to talk through your pension planning options and forecasts.

During this challenging time, we are regularly updating our website, LinkedIn and Facebook pages with practice updates, informative blog posts and educational insight articles from St. James’s Place Wealth Management.

Our client servicing activity has grown to integrate digital ways of communicating, more than ever. Although some events for 2020 have been postponed until later this year, we held our first market update webinar on the 30th April with more than 120 attendees.

We are operating as usual, only without the early morning commute! With the help of technology, we are fortunate to continue working from home where we can support our clients over the phone or via video call.

If you have any questions or would like to speak to one of our friendly team, contact us on 01332 497670 or email rwm@sjpp.co.uk

To our valued clients

We understand that the current climate is concerning, and we are here to provide support during these challenging times.

Rhodes Wealth Management are doing everything within their capability to prevent disruption and continue to care for our client and employee wellbeing.

We will continue operating and prioritising our client's needs and will be available to provide advice and reassurance.

Our advisers are offering telephone or video appointments to help you through this difficult time.

The team are now working from home in line with government guidelines until further notice, however we remain available for contact over the phone within our normal opening hours of 9am - 5pm, Monday to Friday.

If you have any concerns or would like to speak to a member of our team, please call on 01332 497670 or email us at rwm@sjpp.co.uk.

Rhodes Wealth Management Limited is an appointed representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's Wealth management products and services, more details of which are set out on the Group's website. The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.