Peter & Elizabeth

He is a good listener and has shown the ability to forecast the impact on my financial situation which differing potential scenarios would produce. this allows us to plan for the foreseeable future and have a contingency if the unknown occurs.He knows me well and has been trusted with close family details for many years. I have had no experience of other advisers for many years so I cannot compare him. He seems to fulfill my needs. Whether this is adaptable to any changing circumstances in my future life, any possible lack of mobility on my part to go to his premises, is unknown. I recently asked him what he saw as his future developing role of the company and he was fairly open with me.These are trying times, we all hope for better ones ahead. I am more fortunate than most.