TestimonialsWhat Clients are Saying
I have found her to be professional at all times. One of her greatest gifts is to explain the financial situation in every day terms. I feel we are talking to a friend as she listens to requests or queries and makes you feel at ease with her suggestions. I have been a client of hers for the last 4 years and in that time my portfolio has grown well in excess of what I expected. Nothing is too much trouble for her.
I had thought that I would not be able to take holidays, update my car or improve my house – just thought that making ends meet would be a hard slog and one that I did not relish, much to my surprise I am taking holidays, have bought a new car and did add solar panels and other improvements to my home. This is only possible because of the advice and guidance given by you well before my leaving work. I count you as a friend and am very much appreciative of all the hard work, time and energy that you have given to my situation.
I am writing to you to express my appreciation of all your efforts in managing my financial arrangements over the last 7 years. You always take the time to ensure I have a good understanding of any decisions that need to be made. The most important aspect of our business relationship however is the competence you have always shown in managing my money, as evidenced by the good returns you have achieved.
From our first meeting with Christine we felt comfortable entrusting her with our financial affairs and this feeling of trust has grown over the years. She is skilled in her field and also a good listener. She takes care to ensure that her advice is appropriate to our circumstances and our needs. We have come to see Christine as not only our Financial Advisor but also a friend.
Christine empathised with us. She used diagrams, graphs to illustrate concepts. For us both her caring, patient and enthusiastic manner enabled us to grasp a little of the basics of the world of investment. In particular how her company works in creating as much as possible, a safe and productive portfolio specifically geared to each client’s needs helped us to begin to overcome our fear and reticence.
Christine’s warm heartedness and generosity in communicating, enabled us to relax and absorb, as best we could, her input. The result of her education, was that we discovered a new found willingness and confidence to take the plunge. We know that she will do her best for us in looking after our finances. We recommend her highly.