We gave Linda a return that was beyond her expectations.
"Over the few years that I’ve been working with Neal he has restructured my investments and savings, which has resulted in a return beyond my expectation. Before any advice was given he took time to establish my appetite for risk and to understand my life plan. During any discussion about potential changes and products that may be of relevance there is always a check back to how that meets my risk profile and financial goals. For me the key differentiator is that I feel advised and not sold to. This has gone a long way to dispel my previous experience of the IFA sales man seeking the best way to maximise his commission."
Linda Phillips, HR Manager, London