Periodic contact, updates on financial situation. Individual requests for assistance/advice are always dealt with quickly, staff are helpful and give much appreciated advice. Guidance with transition to retirement and actual retirement has been highly appreciated as this can be a very confusing time.
Craig’s ability to soothe nervous anticipation of our future financial prospects; his ability to consider the whole picture, not just from a financial perspective but also from a philosophical perspective that takes into consideration our personal moral and ethical stance on particular forms of investment.
The caring nature of my financial advisor, Craig.
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.
Being advised of any new developments that would affect me. Honest and individualized advice.