We ask advisers for their tips on managing clients when they go on holiday...
Steve Laird, principal, Carrington Wealth Management:
"We are a small business but I have a paraplanner colleague in the office and we make sure that we are never both away from the office at the same time.
He has just returned from a holiday in Turkey. He knows all of my clients and is more than capable of dealing with anything that’s likely to come up.
I make sure that my clients all know that I’ll be away and that anything urgent is completed, as far as possible, before I go.
That said, I’ll be in holiday at my apartment in Spain with my family and so, as we have expat clients there, I’ll be working a day or two whilst I’m away anyway. I have a phone in the apartment as well as a Spanish mobile so it’s easy to get in touch if the need arises.
I tend to keep my work in Spain to a minimum at this time of the year as July is normally too hot (@32 Celsius) to be enjoyable. Clients in Spain also tend to be inundated with family and friends in the summer and so have other things on their minds rather than seeing me.
There is, however, no rest for the wicked, particularly in the current economic conditions."
Despite improved risk appetite
FOS award limit increase
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Ceremony will take place 13 November