Coping with COVID – Sarah and Andrew Elson

By May 21, 2020 No Comments
prestwood truth cashflow software coping with covid coronavirus adviser customer interviews

We wanted to find out how our customers are coping in this unprecedented time in our history.  Truth® planners build their businesses around face-to-face interactions with their clients.  Now you’re looking after clients in different ways, perhaps Skype or Zoom for video conferencing.  We thought it would be helpful to share how different planners are ‘coping with Covid’.

In the fourth interview in the series, we’re joined by Andrew and Sarah Elson, the husband and wife financial planning team and owners of multi-award-winning firm Berry & Oak.

Andrew and Sarah talk about the challenges of building a new home along with running their award-winning business, learning a new language and giving free financial planning advice to clients’ grown children, whilst the pandemic continues.