HD – Hertfordshire

Takes inordinate trouble to ensure that (to me) complex issues are explained so I can understand them and what we are planning to do. Genuinely takes my views, eg. my risk tolerance, into full account. Establishes a close personal relationship. Always prepared to visit his clients. Has a delightful friendly team behind him. Always know he is there if you need him. Seems to have a very wide and deep knowledge of financial matters. Reviews portfolio annually

 

HD – Hertfordshire

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