I am writing to thank you for your advice and assistance in advising us in relation to one of our client’s finances.
As professional attorneys, we need to undertake yearly reviews of our client’s finances to ensure that their money is working in the best way possible.
We were delighted with the professional and efficient manner in which John reviewed the relevant investments and prepared a cash flow modelling system report to demonstrate to us how our client’s money works for them and what changes we could make to ensure that our client receives the best return possible.
I would have no hesitation in using Clifton Nash for any financial advice that our clients require in the future and would happily refer them to all our contacts and clients.