“You’ve been advising me on various aspects of my finances for thirty-something years and you have always been very helpful, thoughtful and attentive. We have great confidence in you.
The most important thing for us is when I retired, you were able to help us organise our finances so that we could do what we wanted to do. Despite all the ups and downs of the financial markets and whichever recession has been biting at the time, your recommendations have always worked out and you have always gone to great pains to make sure it fits with our life plan.
You are also wonderful at explaining things. Even Judy, who has never really been keen on finance, feels better educated and happy in the knowledge she knows what’s going on.
It’s a great comfort to know that everything is in safe hands.”
It’s a great comfort to know that everything is in safe hands