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.
Derek makes sure that i understand everything before i leave his office.
Made to feel like a friend not a client.
Everyone on the team can advise and clarify our situation which indicates to us that there is a sharing of expertise and knowledge within the team.
Extensive information, up to date advice, clear concise explanations and sense of humour. Knows our situation.