"I met with my new adviser, Craig Richards, in March 2011 to seek advice on investment as part of my retirement planning. I was very impressed with the advice and report I received and also had the opportunity to meet with my Asset Manager, Matt Wright, to discuss the plans in detail. I found the service excellent, my Adviser and Asset Manager were readily available to discuss my plans and answered all my questions in an understandable and knowledgeable way."
David Whitham - September 2011