Financial Planning during COVID-19 video

With the outbreak of Coronavirus (COVID-19), the current economic conditions means individuals are managing their finances during extremely challenging times.

On 17 April 2020, Roy Thompson (Partner) and Kelvin Riches (Chartered Financial Planner) held a webinar discussing what individuals can do to help with their personal finances, including investments, savings and financial assistance provisions available.

Watch the video

Webinar resources

Within the webinar, Kelvin and Roy highlighted some useful tools to help you with financial planning.

These included:

  • Mortgage Payment Holidays – Find out more about Mortgage Payment Holidays including eligibility and how to apply in our fact sheet.
  • Budget planner – This planner is useful for reviewing your in-comings and out-goings, to give you a better picture of your financial health.
  • Carpenter Box Financial Advisers Treasury Account Service – The account is designed to give businesses a better rate on their savings while making sure they’re covered by the Financial Services Compensation Scheme (FSCS).

Stay informed with the Carpenter Box Coronavirus Hub

To help you navigate through these unprecedented times, we have put together key insights and practical guides.

The dedicated Carpenter Box Coronavirus Hub is designed to help you with planning, trading and safeguarding your business through the difficult days to come, and to prepare for a better tomorrow.

Visit the Coronavirus Hub

For any further questions please get in touch with a one of our Independent Financial Advisers on 01903 534587.