Lonsdale Wealth Management – Open for new and existing business via video link

Wednesday 22 April, 2020

Although our offices in St Albans, Harpenden, Ringwood, Ware, Stafford, Barnet and Leeds / Bradford are now physically ‘closed’ all our financial planning teams are working from home and we can still accept new clients as we conduct new business meetings via video conferencing, normally using Microsoft TEAMS.

Using video conferencing packages to offer financial advice

Before using a video conferencing package, we always review the terms & conditions to make sure any new video conferencing tools are secure and compatible with our business policies and any regulatory obligations.

If you want financial advice contact us, complete our booking form or call 01727 845500.  Our independent financial advisers currently offer a free no obligations initial consultation via video link to discuss your financial requirements.

Our Harpenden independent financial adviser, Aaron Abraham takes on new business during lockdown

Aaron Abraham, independent financial adviser working with clients in Harpenden Hertfordshire and central London has recently taken on a new client during lockdown.

Aaron Abraham said: ‘I have just taken on a new client whilst working from home and managed the whole process via video conferencing, emails and phone calls.  My new client called Lonsdale Wealth Management because she wanted to use a relatively large financial adviser and knew we had a number of offices and a physical presence just off Harpenden High Street.  When I mentioned that I could take her on as a new client by using a video conferencing package, she was very happy to proceed.  I explained our new business process and charges and then completed all the relevant information such as a personal fact find, risk profiling and money laundering checks online.  She was delighted to use the video conferencing service as it was efficient and saved her time as she didn’t need to visit our Station Road office in Harpenden.’

Our new Harpenden client said: ‘I was surprised but very pleased when I called Aaron Abraham a Lonsdale Wealth Management financial adviser who works in Harpenden, as he was able to take me on as a client, although their office on Station Road is closed.  Aaron is working from home but was able to conduct all the necessary paperwork via a video conferencing call.’

Video conferencing calls enable our independent financial advisers to conduct client reviews online

Our Lonsdale Wealth Management independent financial advisers are now also using video conferencing to conduct financial reviews online.  We can ask anyone to share our screen, even if they don’t have Microsoft’s TEAMS set up on their own pc or laptop.  Some of our clients prefer to use Skype for video conferencing and we can use that too. We can securely share information, for example a client’s Lifetime Financial Plan and make any necessary changes to their data during the meeting.  

Online client reviews offer a safe alternative during the coronavirus outbreak

The feedback from clients following our online meetings has been excellent and we will be adapting our client review process, so we continue to do online client reviews and new business meetings after lockdown.

Once the lockdown has ended, we will be putting new business processes in place.  One of the key considerations is our client and colleague safety.  For this reason, using video conferencing instead of face to face meetings is likely to be our preferred means of communicating for the foreseeable future.

 

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