We were cautious at the start and gradually increased our commitment over the first year. Now you look after all our investments and both our trusts. We're very comfortable with our position and our potential. Keep up the good work!
You’ve always been courteous, patient, professional and knowledgeable explaining complex investments in easily understandable language.
We went through our finances with you by looking at every detail before deciding on our plan. Since then, we’ve had plenty of regular income and we’re enjoying our retired lives. We leave the worrying to you and trust you to do what’s best.
Our investments were managed traditionally within the family. Recognising the associated risks, we decided to enlist professional help. A well-known Private Client Firm was selected on global track record. Frustration at an arm’s length relationship, the need for more relevant portfolio management and better estate planning, led us to you where we’ve found good, flexible, professional support.