The advice process
Good balance of going over what's happening in the financial sense as well as me feeling we can chat about what's happening in life generally.
Periodic contact, updates on financial situation. Individual requests for assistance/advice are always dealt with quickly, staff are helpful and give much appreciated advice. Guidance with transition to retirement and actual retirement has been highly appreciated as this can be a very confusing time.
Being advised of any new developments that would affect me. Honest and individualized advice.
Derek makes sure that i understand everything before i leave his office.
Honesty in presenting information, clarification of queries, welcoming and accommodating, Ability to see and understand where we are at re Financial and personal situations.
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