Craig takes the time to get to know your personal circumstances, needs and aspirations. He then tailors a sound financial strategy based on this information and your agreed risk profile. In Craig’s own words “no question is a silly question” and I have always appreciated the way he listens and responds to any questions that might arise whilst developing your Statement of Advice or during review meetings. His approach, and that of his team, is based on strong communication through a variety of methods and is prompt and efficient ensuring you are kept fully informed and up to date.
Dianne