“The staff are friendly and approachable and most importantly well informed on financial matters. In meetings I am impressed that the adviser is well prepared so that the customer, in this case me, can see all the necessary information related to my portfolio which enables me to question and clarify issues where necessary. Thanks to all the staff for your help and advice to me over the years. Carol”

2 July

The staff are friendly and approachable and most importantly well informed on financial matters. In meetings I am impressed that the adviser is well prepared so that the customer, in this case me, can see all the necessary information related to my portfolio which enables me to question and clarify issues where necessary. Thanks to all the staff for your help and advice to me over the years. Carol

Carolyn

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