Made to feel like a friend not a client.

Good balance of going over what's happening in the financial sense as well as me feeling we can chat about what's happening in life generally.

Derek makes sure that i understand everything before i leave his office.

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.