If you’re a Financial Adviser who would rather spend more time with your clients than writing reports or are simply too busy, you’ve come to the right place.
Just a little feedback from a client’s perspective on the points you raised regarding M. I initially emailed M on the points you needed clarification on and then spoke with him. M thought the points that you raised were valid and added excellent value to the overall position. It made M and his wife feel that the time being taken since our meeting had been well spent showing to them that all options are being considered. I thought I would pass this on as it’s always good to have client feedback.
Graeme W, IFA, Warwick
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