That’s what we like to hear

27th June 2019

We’d like to share a piece of feedback we recently had from a client. We’re always grateful to hear your thoughts on how we’re doing, what we do well and where we could improve things further, but this particular comment really gave us a good feeling.

One of our clients got in touch with financial planner Richard Peters to tell him how coming to see us has never really felt like visiting a financial institution because she’s never felt nervous, apprehensive or uncomfortable at our offices. That’s good, because we don’t want clients to feel any of those things, we want them to feel relaxed – in coming to see us, in expressing their ambitions and concerns, and in everyday life, knowing their money and their goals are well looked after.