Neither one of us could have predicted how this year was going to pan out and subsequently effect our lives, both at home and work.
Prior to lockdown on 23 March we had already made arrangements for how the office would operate if we went into lockdown. All but one of our employees worked from home, and additional IT support enabled everyone to work efficiently. After both lockdowns we reintroduced staff one at a time and have been running as two teams in the office alternating weekly ensuring a Covid safe environment for everyone.
We have a separate unit to be able to welcome clients safely back to Taylor Money in a socially distanced environment. Likewise we can arrange virtual meetings should you prefer.
The most important thing for us to focus on was keeping the office open and functioning as normally as possible enabling us to provide you with a seamless service. Secondly, to look after our staff and their wellbeing. We are very conscious that everyone’s physical and mental health are equally important and isolation at home is not ideal if you are used to working as a team. Finally, to carry on and complete projects and tasks that were planned for this year to continue to improve and refine the way we do things here at Taylor Money.
I’m pleased to say that one such project was our Client Survey, the first that we have ever done, which was very positive. Given the year we have had it is extremely gratifying that you are reassured by the service we are providing. I’d like to share just a few lines of feedback:
“As a client over many years, I have always received excellent financial advice and have great confidence in Taylor Money.”
“Great friendly service specifically tailored to my requirements with consistently good outcomes.”
“Every communication between us is acted upon without delay in spite of the current pandemic.”
As ever, looking after our clients and their families is at the core of what we do and your feedback can ensure that we continue to improve upon our services. After all, having happy clients is what ultimately motivates us.
In other areas we have relaunched our Investing For Good portfolios which have been met with interest, and after undertaking a significant data cleanse project, we are in the process of moving over to a new Client Management System which will give us the tools to strengthen our service proposition to you even further.
Unfortunately, many businesses have been hit hard by Covid this year and it has been a challenging environment for everyone. Despite this, we are happy to say that we did not need to furlough any employees, and in fact in April we actually gained another member of the team.
If 2020 has reminded us of anything, it is that we are not a firm that takes anything for granted.
I’d like to take this opportunity to thank you all for your continued support and we look forward to seeing you very soon.
