I wish to simply thank you for your excellent delivery of service and advice to date as well as to recognise the superb manner in which you conduct your business.
Previous encounters with financial planners have always left my partner and me not only frustrated but also very sceptical about the benefits of a financial planner. We had left every one of these meetings feeling like we’d just been ‘sold to’ and unsure as to whether or not our best interests had been the motivation of the person we had met with.
However, I am thrilled to say that you have most definitely broken that mould and, since engaging your services more than 12 months ago, we are continually pleased with the outcome of the meetings we have had.
Your approach is friendly, polite, informative and concise. Your attention to detail is excellent and your follow up to our meetings is always very timely. There is never a hint of any ‘hard sell’ and we always feel that you are acting only in the best interests of our financial future.
It is such a relief to have found someone we can trust and talk to openly about our financial matters and for this, we cannot thank you enough.
I would wholeheartedly recommend (and indeed already have!) you and your colleagues to anyone we know and very much look forward to continuing our working relationship with you long into our future.