Honesty in presenting information, clarification of queries, welcoming and accommodating, Ability to see and understand where we are at re Financial and personal situations.
Extensive information, up to date advice, clear concise explanations and sense of humour. Knows our situation.
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.
Comprehensive review and willingness to respond to any issues we raise.
The explanations of any changes in laymen terms.