You are essential.
You give me true transparency and control over my finances.
You’ve been more of a friend than an adviser and the personal interest you have in me as an individual clearly differentiates you.
Through each stage of what has at some points been a challenging life, I have developed a great sense of security and confidence in the suggestions and proposals that are put forward.
Over the years, I have appreciated your continuous review, projection of likely outcomes and our proactive and thought provoking discussions!