COVID-19: Business Continuity Plans



At Five Wealth, the health and well-being of all our clients, staff and families is our highest priority.  We are carefully monitoring the situation around COVID -19 (Coronavirus) daily and continue to follow the advice of the Government and Public Health England, whilst maintaining our service standards to our clients.


We have in place robust business continuity plans which will ensure that we are able to continue to provide the high level of service that you are used to, regardless of how the situation evolves.


  • From Monday the majority of staff will be working from home.  We will have a skeleton team in the office for the next week or so while we get through to the end of the tax year, before transitioning to fully remote working until the Government advice changes.
  • You will still be able to contact your adviser through the normal channels.
  • All staff are able to work remotely and we have the technology in place to be able to continue to complete all office tasks on this basis.
  • Our investment committee will still be convening via conference calls on a regular basis.
  • In accordance with guidance we are discouraging staff travel and will not be arranging any more face to face meetings.  We are able to continue to conduct regular reviews and have meetings over the phone/video conferencing.
  • Reports/advice will be communicated and implemented where possible via secure email rather than post.


I’m sure you understand our reasons behind taking these steps and please be assured that we are well set up and are fully committed to continue to look after your investments and financial planning, however the situation develops.


If you have any questions whatsoever please contact your adviser.


Our Best Wishes,




Phil, Phill, Steve, Steve, Chris and all at Five Wealth.

Find out more about the author

March 19, 2020 Post by Stephen Jordan
Back to news and insights