The advice process
Comprehensive review and willingness to respond to any issues we raise.
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.
Extensive information, up to date advice, clear concise explanations and sense of humour. Knows our situation.
Derek makes sure that i understand everything before i leave his office.
Clear understanding of our situation and our goals.