The advice process
Clear understanding of our situation and our goals.
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.
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.
Made to feel like a friend not a client.
Our financial set up has been very efficiently handled and suits our life style.