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.
Our financial set up has been very efficiently handled and suits our life style.
Honesty in presenting information, clarification of queries, welcoming and accommodating, Ability to see and understand where we are at re Financial and personal situations.
The depth of knowledge of financial matters as they relate to our personal position and the clear advice given.
Everyone on the team can advise and clarify our situation which indicates to us that there is a sharing of expertise and knowledge within the team.