Roger, it may be 10 or 12 years ago that we first met when we needed help with investment advice. We did not have a lot of money and we had no knowledge of the best way to protect and grow our investment. You were patient and thorough in explaining what you thought to be the best way to fulfil our needs. Over the years that we have known you we have really appreciated your help with home visits, finding “lost” files on our behalf and revising recommendations when at the last minute our personal circumstances changed. Your explanations of our investments are clear and easy to follow and showing us how our funds are utilized with the use of graphs we find really beneficial. Your manner has been professional and you have always appeared to be happy to answer any questions and come to our rescue with issues we find too difficult. Thank you for all your help and for the lovely coffee.
We look forward to our continued relationship.