Honesty in presenting information, clarification of queries, welcoming and accommodating, Ability to see and understand where we are at re Financial and personal situations.
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 depth of knowledge of financial matters as they relate to our personal position and the clear advice given.
The caring nature of my financial advisor, Craig.
Made to feel like a friend not a client.