I dealt mostly with Sam concerning a debt issue and he made sense of my messy emails and information into a well structure letter.. Sam was easy to talk to and promptly returned calls/emails..was a fixed priced service.
Graham and I met up about ten years back after I had been to see various financial planners.
Some I did not understand, and others spoke of commissions which I was wary of. With Graham I pay on a fee for service basis with no hidden extras and I felt most comfortable with Grahams clarity and vision for my way ahead financially.
My portfolio has done well, and I look forward to Grahams regular news emails regarding the current market and prospects for the future.
I appreciate Grahams friendly and easy-going nature along with his care for how I am managing my budget including any big-ticket items I may be considering.
If ever I have a query I’m able to pick up the phone and have a chat and to me that is a vital part of his service.
Sometimes in discussion Graham acts as a devil’s advocate getting me to consider other ways around a large expense I might be considering.
An enormous help.
Thanks Graham..terrific service!