Since the UK went into lockdown, due to COVID-19, we wanted to reflect on how our colleagues have adapted to working from home, and are supporting our clients at this exceptional time.
At Brown Shipley we remain focused on earning your trust, and providing you with the highest standard of personal service. Our unwavering goal, is to be a partner that listens carefully and supports what really matters to you and your family, in terms of your wealth management needs. Whilst we’ve not been able to see you during this period of time, due to the social distancing measures, we wanted to share with you some examples of how our colleagues are supporting you, from their new working environment….from their kitchen table, to yours.
Name: Sandra Dailidyte
Role: Client Senior Manager
Usual Office Location: Edinburgh
The most important thing for me in the current environment, is to be on the front line contacting my clients and keeping them up-to-date on the market. Every client is different in terms of their individual needs, so knowing my clients is key. I make sure I understand what information they need, and tailor my calls accordingly.
Name: Phil Harris
Role: Private Client Director
Brown Shipley Office: Leeds
Due to the current situation, I’ve had to rethink how I currently support my clients. I’ve adapted lots of processes, to ensure my clients get everything they need and their service remains seamless.
Thankfully most of my clients, have opted to go paperless, but others have very quickly become accustomed to receiving emailed documents. I have found that providing everything 24 hours ahead of a call gives clients the ability to pause and think. This has led to some more challenging questions on market conditions and positioning, but this provides us with the opportunity to demonstrate our investment insights.
Name: Duncan Cowburn
Role: Private Client Director
Brown Shipley Office: Manchester
Working from home with digital technology has been seamless. I have continued to service my clients, and have found it uplifting listening to their stoicism, and how they are coping with isolation. Whilst stock markets around the world have depreciated, I have communicated to my clients what we did pre COVID-19, and also what action we have taken during it, to not only protect portfolios, but what we see as key areas to focus on moving forward.
Furthermore, our team have a daily video conference to discuss workloads and how we are all coping. I often refer to it as my Brown Shipley second family!
Name: Gary Rusby
Role: Business Development Manager
Brown Shipley Office: Nottingham
As a Business Development Manager, my role is heavily focused on building meaningful relationships, which includes attending events and lots of face-to-face meetings. Initially, at the start of the pandemic, everything just stopped, due to the social distancing, but over the last few weeks everyone has found new ways to interact and come together online. I’m now using Zoom and having virtual chats around the table and I’ve even got a Facebook networking session, with a local society, later this week. Maintaining regular interaction, with my business contacts is essential, and I’m embracing a new digital way of working.
Name: Hong Tran
Role: Senior Administrator
Usual Office Location: London
The client servicing team has really come together to ensure all accounts are opened on time, especially meeting the deadlines for the tax year end for our clients. This has been achieved by effective communication and putting customers at the forefront of our minds. We have also provided ongoing support to our clients for My Brown Shipley, ensuring we respond to enquires efficiently via telephone or email, and taking full ownership of any issues and resolving them in a timely manner.
I have absolutely embraced working from home and it’s definitely helped to bring all our colleagues together. We all been working collaboratively to provide excellent service to our clients during this difficult time.
The information contained in this article is defined as non-independent research because it has not been prepared in accordance with the legal requirements designed to promote the independence of investment research, including any prohibition on dealing ahead of the dissemination of this information.
How to Use this Information
This article contains general information only and is not intended to constitute financial or other professional advice or a recommendation that any recipient of this information should make any particular investment decision. Always consult a suitably qualified financial advisor on any specific financial matter or problem that you have.
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