The critical aspect is the personal service. You are it. The contact is with you either in person or by phone and phone contact is often immediate. Not only are you well prepared for our meetings, but hold many of the financial facts and investments in your head. You are keen, competent, efficient and pro-active on our behalf.
You strive for personal improvement and keep bang up to date with what is happening in the wider world of investment. You are interested in us and our family, have a good grasp of personalities and relationship dynamics.