Mike Robertson Associates Ltd, Lifestyle Financial Planners Battle East Sussex

Coronavirus Update

Update - 3rd August 2020

Mike Robertson Associates have put in place a series of procedures to limit the possibility of exposure to COVID-19 to protect both our staff and clients. Despite the structures we have put in place, there is still a significant risk of human to human transmission. We, therefore, cannot guarantee that there is ‘no risk’ to you as a result of attending our offices for an appointment. We also request any symptomatic clients to please stay away from our offices at this time.

If you have any issues or financial problems, please contact Mike or Phil via email, mike.robertson@mraltd.com or phil.hassell@mraltd.com. Our office telephone 01424 777156, is still operational throughout our office hours.

What you need to know to attend a face to face appointment

It is still our recommendation and safer for both parties that we conduct any appointments by either telephone or video calls as this is the most reliable and safer way. For future reference, this will possibly be the “new norm.”

We have meticulously cleaned our offices, enabling client appointments. Before and after all appointments, all equipment and surfaces will be systematically cleaned and sanitised. Our toilets will be available, and again these will be sanitised thoroughly after use.

Unfortunately, to cover additional cleaning costs, sanitiser and personal protective equipment, there will be a mandatory £5 fee per individual, each meeting. Bank transfer details will be supplied along with your appointment dates and times. These fees will need to be paid before the meeting. Please note we are unable to accept cash or card payment.

At all times, face masks should be worn while in our offices, including on arrival to our front door. Any office staff will also be wearing face shields within the building. Unfortunately, we will not admit any individual not wearing a face mask.

We will be unable to provide refreshments to you at this time. We will also have a hand sanitising station when you reach our offices and would ask for you to use this as soon as you arrive.

All guidance is based on the current advice from the Government and could change. Therefore, we ask that you work with us should the circumstances change under short notice.

Update - 16th March 2020

As the number of Coronavirus cases in the UK continues to rise, we are doing all we can at Mike Robertson Associates Limited (MRA) to protect our staff and our clients is paramount – as well as play our role to prohibit the spread of the virus.

We are now aligning to the Government’s latest guidance regarding self-isolation and we’ve made the decision to close down our offices as of 17th March 2020 for face to face appointments until further notice.

However, we are and will be contactable via:

We feel that it is imperative to highlight that no one on the team of MRA have contracted the Coronavirus and we are doing this as a precautionary measure.

Like most businesses, we have robust business continuity processes in place that will enable us to continue to service our clients. All our staff members will be able to operate critical functions working from home.

Therefore, we hope that by following this guidance, you’ll not experience any detriment to the service you’re used to, however please bear with us if things are slightly slower than normal.

Please use our business telephone number 01424 777156 and leave a message and one of our team will contact you ASAP.

Alternatively, send an email to info@mraltd.com.

If you require a face-to-face online meeting please send an email with whom you want to speak too, to info@mraltd.com with your email address and a preferred date and time and one of our team will contact you ASAP.

If any clients are concerned about the economic situation/investment please call 01424 777156, and leave a message with your concerns and one of our Life Centred Financial Planners will contact you ASAP.