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.
Honesty in presenting information, clarification of queries, welcoming and accommodating, Ability to see and understand where we are at re Financial and personal situations.
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.
Comprehensive review and willingness to respond to any issues we raise.