From early July we’ll be recording all incoming calls

At Expert Wealth, we’re always looking for ways to improve the standard of service we offer.

Last June we began to record our face to face meetings in order to focus more on the conversations we have with you, and to give you the security of knowing you can refer back to any decisions we might make together.

The recordings will be stored using the highest levels of security, and will of course be kept strictly confidential

And now we would like to inform you we will begin recording all incoming calls to Expert Wealth from early July 2019. This will allow us to monitor the quality of service we’re offering on the phone, and give you all the same security you would have when you’re meeting us face to face in the office.

From early July you can expect to hear a prompt reminding you that we’ll be recording the call each time you phone us.

The recordings will be stored using the highest levels of security, and will of course be kept strictly confidential, just like all the other information you choose to share with us when we work together.

Should you have any questions or concerns about anything you’ve read on this page, please contact us at any time.

 

Dominic

About the Author

Dom is a qualified and experienced Chartered Financial Planner (CII) and Chartered Wealth Manager CFP (CISI) and a Registered Life Planner (Kinder Institute) with over 30 years experience. His work primarily focuses on retirement income planning, helping clients to maintain financial dignity and independence in retirement. Read more from Dominic...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
We’re both grateful for the meeting which has made us more confident of finances going forward. Like you always say, “keep doing what you’re doing”. A & RA (Worcester)

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Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN


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