The advice process
The explanations of any changes in laymen terms.
Extensive information, up to date advice, clear concise explanations and sense of humour. Knows our situation.
Being advised of any new developments that would affect me. Honest and individualized advice.
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.
Honesty in presenting information, clarification of queries, welcoming and accommodating, Ability to see and understand where we are at re Financial and personal situations.