The advice process
The depth of knowledge of financial matters as they relate to our personal position and the clear advice given.
Clear understanding of our situation and our goals.
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.
Comprehensive review and willingness to respond to any issues we raise.
Extensive information, up to date advice, clear concise explanations and sense of humour. Knows our situation.