Exchange Wealth Management covid 19 client message

COVID-19 Client Service Message

Our primary focus in the current climate is the wellbeing of our clients and employees. We are also dedicated to ensuring that we continue to maintain a high standard of operational support for our clients.

Our management team is meeting on a daily basis to review developments and protect the administration operation of our business whilst ensuring that our Financial Advisers and Mortgage Advisers are available to our clients.

If you have a face-to-face appointment arranged with your Exchange Wealth Management Financial Adviser or Mortgage Adviser in the upcoming weeks or months, please let us know if you would like to have this over the telephone, or alternatively, we have access to video calling options. We can arrange for your Adviser to contact you in the best way to suit you for your appointment or annual review, or to provide an update on the current financial situation.

Our customer service team remains available to support you with any queries from 9am until 5pm Monday to Friday.

We will continue to provide a regular update via our website and other communication channels. This will include any new information shared in the UK government daily update and how we will apply it to our community and business operations.

Kind regards

Stuart Willson


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