COVID-19 Update


We hope that you, your families and your businesses are keeping safe and well in these unprecedented times.

At PPS we have continued to trade with all of our staff working remotely, but in view of some uncertainties created by recent announcements, we wanted to confirm our plans for the next few months.

As an update while certain lockdown measures are still currently in place:

  • We will not be opening any of our offices until the earliest of 21 June 2021.  We will confirm if there are any changes to this date
  • We will shortly be able to visit clients for face to face meetings, but with social distancing and other safety measures. Your safety is our primary concern and your financial planner can confirm details with you prior to their visit.

We are very much open for business and available to provide you with advice, as follows:


contact CWB group

Our telephone numbers and email addresses are in full use, so you can contact us via the usual communication channels.

CWB group

Our online client portal is available 24/7 – providing you with access to us, your investments, your policies and your documents.  If you have not yet registered for the portal, please contact your PPS Financial Planner who will give you guidance on how to obtain access.

CWB Portal access

We are available for meetings either by phone, or face-to-face through apps and programs such as Skype, FaceTime, WhatsApp and Zoom.

Financial Planning is all about change and responding to it.  It has never been more important than it is now – so please contact your Financial Adviser with any questions, concerns or updates that you require. 

Date of update: 1 June 2021