Made to feel like a friend not a client.
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.
Our financial set up has been very efficiently handled and suits our life style.
Extensive information, up to date advice, clear concise explanations and sense of humour. Knows our situation.
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.