News

An important message from RPG

You are a valued member of the RPG family and nothing is more important to us than your health and safety. As the spread of coronavirus, known as COVID-19, continues to be a growing concern across the country, we’re taking extra precautions to protect you, our teammates and the communities we serve. As the COVID-19 coronavirus continues to spread, we want to take this opportunity to reassure you of our business continuity and safeguarding procedures, helping to reassure on any concerns that you may have.

The coronavirus carries complex implications for public health, with severe challenges facing the NHS in particular. Economic uncertainty has led to market disruption, but we have implemented pragmatic measures to support our preparedness and ongoing ability to deliver services to clients to the same consistently high standards.

Due to effective planning, Royce Peeling Green (RPG) is well placed to continue supporting your financial planning needs, fulfilling our work as usual, while also safeguarding the wellness of our employees.

So far, the steps we have taken to combat coronavirus and maintain business continuity include:

Business continuity measures

  • Extensive testing of software, systems and arrangements for flexible working, assessing the operational effectiveness of our policy in this regard. RPG employees have been asked to test their operational functionality when working off-site, and the results of those contingency assessments have been very positive.
  • Communicating daily – or more frequently where required – with staff to provide status updates with regard to coronavirus and its consequences.
  • Acting in accordance with official guidance from the Foreign and Commonwealth Office (FCO) on travel restrictions and associated logistical consequences. We have ceased travel for our colleagues except in exceptional circumstances or in order to meet a specific client need.
  • Contingency planning so the firm is prepared for any updated government guidance on self-isolation and working from home, allowing our working relationships to continue as normal.
  • Postponed all our external events until circumstances permit us to reschedule.

Employee health and safety measures

  • Advising employees to self-isolate and avoid contact with others for 14 days if they have returned from certain affected countries on or after 9th March and for 7 days if they have a cough or raised temperature symptoms, in line with government guidance.
  • Encouraging working from home if appropriate.
  • Upgraded our already high cleaning and sanitisation regime.

We commend the resilience shown throughout our network of clients and colleagues. Tackling coronavirus will require strong togetherness from the business community, and here at RPG we fully support those efforts in their entirety. As we assist clients and businesses who may be affected by the coronavirus situation, we’re also listening and learning from those conversations to help us evaluate and possibly implement additional client relief measures as they emerge.

We have taken and will continue to take, all necessary measures to maintain business operations while ensuring the health and safety of all personnel involved. We remain on hand to assist with any concerns that you may have, including the financial implications of coronavirus for your business and key stakeholders.

We are regularly reviewing the situation and our Directors are meeting every day to review the situation, along with our measures and plans.

If you have any further questions relating to this matter, please do not hesitate to make contact with your client relationship partner. We will keep all clients abreast of any further developments in our approach to dealing with the coronavirus outbreak, and we wish you well at this difficult time.

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    What our clients say

    The majority of my time has been spent running a business and concentrating on making the correct day-to-day decisions; it was essential for me to gain advice and guidance. Phill and his team at RPG have been able to guide me and provide a balanced portfolio. Without turning to RPG, I would have been unable to arrange my long-term financial future. They have a vast amount of knowledge and have produced the results essential for when I decide to retire.

    John S, Shropshire

    Director

    Because our business was growing every year, we didn't really look at how the money we were making was put to best use. We needed some expert advice to lead us in the right direction. Anthony O'Connor has always been very helpful and approachable whilst dealing with our affairs. We are left to do what we do best: run a business. We would highly recommend anybody who is seeking financial advice to look at the services Anthony and his team can provide.”

    John and Carole, Cheshire

    Business owners

    We decided to use Phill Owen to help us with our financial planning as our savings, mortgage and life policies did not seem coordinated. Phill provided a clear plan for the future. He helped us organise our wills, inheritance matters and our future retirement. With our face-to-face catchups and regular emails or phone calls, Phill has always given us sound advice. This, in turn, has given us the peace of mind that our financial matters, now and in the future, are in good hands and in good order.

    Nick and Christine, Shropshire

    Retired Dairy Consultant and Retired NHS Therapist

    I started using RPG on the advice of my bank when I started my own limited company. They have guided me through potential pitfalls in such a friendly manner that, even though our relationship has always been professional, I still consider them as friends. This journey has gone through setting up my company, tax, VAT, insurance advice, setting up wills, buying a different house and ensuring my wife and sons are provided for, both now and in the future. It has been such an easy journey. I would have no hesitation in recommending them to anyone.

    John M, Manchester

    Aircraft Engineer

    My wife and I have been clients of Phill's for 25 years; 20 of which were with RPG Chartered Financial Planners. 17 years were prior to retirement and nine years have been post-retirement. Their involvement has been crucial to dissipate our financial and estate management concerns. RPG’s staff have been exemplary; always approachable and quick to respond. We have no reason to believe that this tremendous working relationship will not be as successful in the future as it has been in the past. We have no hesitation in recommending them.

    Paul and Pat S

    Retired Veterinary Surgeon and Retired College Lecturer

    I am a Chartered Structural Engineer and have very little knowledge, experience or understanding of financial affairs and investments. Approximately six years ago I started to think about early retirement. For the past six years RPG have provided excellent financial planning and tax-efficient advice in the form of a combination of pension and cash ISA investments, which have grown significantly to such an extent that early retirement is imminent.

    Pete, Manchester

    Chartered Engineer

    Early in 2000, we decided we needed financial advice. We contacted Phillip Owen, who created a financial planning strategy that addressed all our needs. We were impressed with his advice, and so a partnership began that has lasted. Original goals are still being met and often exceeded, and investments are successful. There is long-term financial planning in place, even for the youngest family members. I highly recommend Phill and his team.

    Mike, Westminster

    Retired Teacher and Volunteer Sector Adviser

    We were in need of an adviser who could provide a wide spectrum of advice for managing our portfolio. We met Anthony on several occasions to understand his breadth of experience, and we were very impressed. Anthony's team took the reins in consolidating and rationalising our portfolio. We are very pleased with Anthony's service and we look forward to a long-lasting relationship with him.

    Atul and Nita, London

    IT Consultant & Accountant

    Anthony O’Connor has advised me over several years about pensions and general financial planning.  I have found him knowledgeable, supportive and a person who provides good solutions . He has a “can do “ approach and makes things happen.  I have recommended him to a number of friends and they are all happy with his support and advice  He is always good humoured which is a good quality when planning ones financial affairs.

    Geoffrey Smith, Manchester

    Solicitor

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