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Jan 19, 2015

"Look after Mum and Dad!"

The greatest referral we receive as financial advisers is to look after a client's parents.

"Can you have a chat to my Mum and Dad, please"

"Look after my mum"

"My parents could do with some advice"

However they word it, the sentiment is always the same - "We are trusting you with the ultimate recommendation - our parents".

As an endorsement of our services and testament to our sound advice we rate nothing higher. But we feel it represents more than this. Our core values, philosophy and overall approach to the way we work and play is naturally family centric - that's just who we are.

We are often asked for 'parental advice' and this 'keeping it in the family' is truely the the nicest request we could receive.