I have been really impressed, genuinely, because I think there are advantages of being a small company, I always speak to Nick, or to Daniel or to Kate. They are readily accessible by phone or appointment […] What was really impressive was a concise resume of our meeting that arrived in the post ...
You get the feeling you are treated as an individual not just another number […] Plenty of information so you are making informed choices.
I like the fact that it’s very personal, they communicate with me in the way I want to, and I can pick up the phone if I am not sure about something. I like that personal, caring approach that they have […] A trust worthy company that really does care about their clients’ financial wellbeing.
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It’s not just the investment side of things that I find important […] in all sorts of ways they have provided a whole package of financial support and advice.
It’s been so lovely, and they are very easy to deal with, and very trusting […] they really do look after you, take you through the stages, very simple.
It’s trust […] reassurance, because they make you feel as though they have your interests at heart and they are not just trying to sell a product to you […] they tailor the product to you.