“Thank you very much for your time yesterday, David, it is always a pleasure to see you. Even when the numbers are good I still feel much better for the information and the reassurance that our meetings provide. I am delighted with the recent performance of my Portfolio, so well done to you!”
“Thank you for keeping me up to date, I am glad it all went well. It is a relief to now have another piece of the ‘overall puzzle’ being put into place and being looked after by someone who understands all this ‘inside out’.”
“I was impressed by Clifford’s professional approach and thoroughness. Clifford took the time to explain every aspect of the review without forcing his services upon me. After a couple of meetings Clifford provided me with a thorough financial portfolio that covered everything that had been discussed, reviewed, considered with recommendations. The review exceeded my expectations. Clifford really understood my vision and what I wanted to achieve. I have assigned The Legal Brokerage as my personal IFA knowing that the professional advice and service they provide exemplary. I was so impressed that I have already recommended Clifford and his team to one of my Clients.”
“I am very impressed with all the services offered by Legal brokerage. Whenever I have had a query Clifford always responds and deals with it efficiently and professionally. I have never felt under pressure and I really appreciate their help.”
“Thank you for sending me the very clear and kind Ian Garrad. I very much enjoyed meeting him and found him both enlightening and encouraging on various points.”
“It was a pleasure meeting you. You explained everything so that we could understand, many thanks.”
“I just wanted to say how much I enjoyed meeting Hannah and how impressed I was with her knowledge, she had all the facts and figures to hand and it was a very relaxed and easy meeting.”
The Next Move
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