The advice process
The caring nature of my financial advisor, Craig.
Derek makes sure that i understand everything before i leave his office.
Clear understanding of our situation and our goals.
The explanations of any changes in laymen terms.
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 information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.
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