Derek makes sure that i understand everything before i leave his office.
Clear understanding of our situation and our goals.
The explanations of any changes in laymen terms.
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.
The depth of knowledge of financial matters as they relate to our personal position and the clear advice given.