The advice process
Our financial set up has been very efficiently handled and suits our life style.
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.
Derek makes sure that i understand everything before i leave his office.
The explanations of any changes in laymen terms.
The depth of knowledge of financial matters as they relate to our personal position and the clear advice given.