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The strength of our business is underpinned by satisfied clients, their referrals and our distinctive approach to investment management. I personally aim to deliver our commitment by:
- Providing face-to-face financial advice that is always honest and straight forward
- Giving my clients the opportunity to review their financial affairs regularly
- Ensuring that investments are managed effectively
- Ensuring that any correspondence and literature is clear and easy to understand
- Listening to my client feedback
- Ensuring that all of my dealings with clients are sensitive to their needs
In my spare time I enjoy:
* Snowboarding
* Kite Surfing
* Ice Hockey
* Music
* Theater
* Rugby