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That our advisor is always prepared an knows details of our requirements without having to look it up whilst we are there. He is always very well informed and pleasant.
The depth of knowledge of financial matters as they relate to our personal position and the clear advice given.
Good balance of going over what's happening in the financial sense as well as me feeling we can chat about what's happening in life generally.
Everyone on the team can advise and clarify our situation which indicates to us that there is a sharing of expertise and knowledge within the team.
The caring nature of my financial advisor, Craig.
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