"The need to understand your options has never been greater"
COVID-19 and your investments and pensions
Should you have any concerns regarding the value or risk of your investment or pension plans and would like to know their current value, please contact us by email on our contact page or telephone 01343 552900.
COVID-19 and our office opening hours
Due to the current restrictions on movement, our office is now closed. You can contact us by email on our contact page or telephone 01343 552900.
Please note that if you send any post to our office, there maybe a 24 – 48 hour delay after delivery before we open it. Please contact us to discuss the most efficient method to send your post.
Important – Please do not send any cheques for your investments / pensions, etc to the office. Please contact us to discuss the appropriate method of sending any payments.
COVID-19 and market conditions and volatility
We are required to notify clients who have seen a 10% or more drop in their investment values. The last event was on the 19th March 2020. This affected Old Mutual Wealth’s Active Managed Portfolios Risk, 3 and 7. We will update this page as necessary to keep you informed.
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