A year and a day: Missing personal handshakes and dealing with slow providers

What have advisers learnt?

clock • 3 min read

It has been one year and one day since the first coronavirus lockdown began, writes, Mark Battersby, who talks to a few financial advisers about the lessons they have learned from these challenging 12 months and what has changed

Veronica Mann, a Chartered and certified financial planner at Talis Independent Financial Advisers, says her business grew during lockdown but she misses the "personal handshakes". "We've just adapted to it and got on with it", she adds. "I have an office in my garden and I continue to function as normal." Almost exactly 12 months ago Mann, who is also a member of the Society of Later Life Advisers, was coming back from Singapore, which she fondly recalls was a very nice trip and well-timed before the UK lockdown took hold.  As for the future return to the new version of normality,...

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