That personal touch has been the bedrock of our finance management:
assisting with money management following my parents deaths in a sensitive, proactive and compassionate way.
Assistant with my Mother -in-laws finances once she moved into a residential home and the sale of her properties.
Always at the end of the phone, helpful and willing to go that extra mile. He made difficult situations easier supporting us in a variety of ways with advice, suggestions and good knowledgeable support.
Reviewed on: 6th November 2019
