‘Your patience and understanding of my specific circumstances was a relief during this period of uncertainty. A detailed analysis of my situation was documented and presented back to me with short, medium and long term goals.
Some financial cover was put in place with immediate effect and a strategy was formed that you felt would put me back on track if I followed your advice.
Having undertaken a review with you last week of my current financial position against forecast, it is very clear to me that your advice has exceeded all my expectations.
As a result, I am now ahead of your predictions and my future plans and investments are now within reach again.’