Taking Stock: Our Lockdown Journey So Far


Like most businesses, we have found the last five months enormously challenging. The time before the global pandemic feels like a distant dream, but the time since it began seems to have gone by in a blur.

We have done our best to reassure, urge caution and provide balanced information amongst a flurry of alarming headlines and market volatility. But we are human too, and it hasn’t always been easy.

Despite the challenges, our knowledge and experience have helped us see the bigger picture and communicate this to you all. This level-headed approach has already paid off. Clients for whom we invested new money when markets were down have benefitted from the rebound. Everybody else has avoided crystallising the losses seen in March, by having patience and faith in the long-term strategy laid out for them.

As we have now re-opened our offices and begun to adjust to the new normal, we thought it would be a good time to take stock and reflect on the work we have done. So, we put together the infographic below to give you the key numbers at a glance:

How do you think we did? Let us know what you think!

To all the RB clients reading this: we can’t thank you enough for your continued trust in us to look after your financial plans during this difficult time.

We will continue to provide timely updates, and in the meantime please don’t hesitate to get in touch if there is anything you wish to discuss.


    More stories

    30 Jun 2020

    RB Paraplanning Team Leader Dan Willers shortlisted in 2020 Professional Paraplanner Awards

    Read more

    17 Jun 2020

    An important Lifetime ISA (LISA) change you may have missed

    Read more