Lisa Doig, director of IFA RobMac shares the successes seen during Lockdown through the use of telephone and virtual meetings as the company continues to keep in touch with its clients and prospects.
It seems an age ago since we closed our West end office at the start of the pandemic. We quickly implemented our disaster recovery plan to work from home. This involved setting up a series of home mini offices equipped with communications, computer kit and full secure access to our back-office services.
Most of us envisaged returning within a few weeks but little did we know how long this would last for and still remains in place until we can return to our office when it is safe to do so.
We’re delighted that the recovery plan has worked and we’re able to run the business remotely, safely and securely with 8 members of staff, over 1000 clients and managing funds of over £120m. Our mortgage management service has never been busier.
Our clients recently commented:
“It is pleasing to see Robmac have adapted well to these extremely challenging times and that the markets are starting to recover. I confess I was very anxious about my portfolio when the markets took an absolute hammering earlier on in the pandemic. However, following a discussion with Lisa, I was reassured that the long-term economic view was to sit tight. From what I can see it looks like the value of my portfolio has now regained most, if not all the earlier losses. I would therefor like to pass on my personal thanks to Lisa and her team for the sound professional advice provided as I am sure all our nerves have been shredded these last few weeks!” IM of Penicuik
“We’d like to say a huge thank you because not only were we successful with a challenging mortgage application, you guys have provided amazing service throughout and we couldn’t have done it without you. It’s been an absolute pleasure.” FE, Glasgow
We can offer meetings via phone, Zoom, Teams and WhatsApp. Many clients have asked us to review their pension arrangements in light of the Covid turmoil and to revisit their plans for retiring. Whilst the outlook for the markets and the economy in the short to medium term is both volatile and uncertain – once thing can be guaranteed – we will continue to look after our clients and have their best interests at the forefront of our minds.
The Mortgage Market has been hit hard for the first time since 2009 but we are still finding enquiries are coming in daily, with five new clients this week alone. Our existing clients have welcomed the contact and enjoy the interaction a virtual meeting allows, enabling us to continue to offer our full service ensuring they can benefit from the low rates currently on offer. Many have saved over £75pm once their review has completed.
If you would like to discuss your financial position or your mortgage with one of our consultants (without obligation), then click on the link and select a suitable time and date to arrange an online meeting with Zoom.
