Being advised of any new developments that would affect me. Honest and individualized advice.
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.
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.
The caring nature of my financial advisor, Craig.