ShaunW-245
Member since Apr 2021
Will Ward, Independent Financial Adviser
Stone | Financial Advisers
13 Apr 2021
5 Star service given
5
Last year we sought your services to advise us on planning for our financial security for the future and in retirement. Since that time we have had several meetings/conversations with you which have served a number of purposes including our retirement expectations. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see or speak to that day, and the astute advice you have provided will no doubt lead to significant savings and future growth. You are always happy and engaging, but at the same time, we are never in doubt of your professional acumen. You always explain everything thoroughly and you strive to go above and beyond to ensure we are fully looked after and I never feel uncomfortable asking questions whatever the time of day. We look forward in continuing this relationship for the future and many thanks. Shaun & Maxine Wright