We are proud to deliver face-to-face advice to our clients as this enables us to develop strong and lasting relationships.
However, in recent uncertain times, we have explored ways to innovate in order that Persell Ewart & Co stays relevant and adapt to changing situations. From client acquisition to ongoing servicing of our clients, we are embracing new technologies to help us stay connected with our clients and prospective clients in a secure space that enables them to continue to experience the added value service they have come to expect from our team.
We are pleased that we are now able to offer a blended solution for clients who may wish to utilise technology as part of the service they receive from us as well as continuing to have face-to-face meetings in the future, post COVID-19.
Our new client portal makes our advice more accessible and convenient to you, our client, during any given situation when meeting face-to-face is not an option.
The new exclusive My Advice Portal supports clients in managing their financial affairs and seeking financial advice at their convenience.