A new way of working

There is no doubt that the pandemic has forced all of us to alter our daily routines and review our way of life.  At Manning and Company these changes have brought opportunities to streamline some of our processes and engage in a new way of working.

I am pleased to say that throughout lockdown we have still been able to process business remotely which has meant that we have been able to provide a service for our clients at this strange time.

Our office is open for client meetings.  You may have met with your adviser via a video link.  This is something we have embraced as a company and even though our Ivybridge office is now open for client meetings, we understand that this may not suit everyone at the moment.  Therefore we are still offering video calls to our clients.  If you are interested in this, please contact your adviser or call the office on 01752 837950.

Client documents which required a signature can now be sent to you to sign electronically which not only saves you time but also reduces the paper usage.

Our office system, Intelligent Office has an online Personal Finance Portal which enables clients to view their documents and view and input their financial details. Valuations on investments are now also live so that clients can look at their plan values.
Intelligent Office is an award-winning web-based management system and it is encouraging to see an increasing amount of our clients now using this to their advantage.

Please be assured that we are always on the end of the phone if and when you need us and we look forward to hearing from you soon whatever your current financial situation.

Best Wishes

Paul Northmore
MD Manning and Company