You have your clients interest at heart
Should you need to make any adjustments to the existing portfolio we are happy for you to go ahead. We believe you have your clients interest at heart with your recommendations so we continue to have faith in your proposals. I'm sure you look at it that if the client does well, you in turn do well. We are both grateful for your continued efforts, to maintain a steady increase in the portfolio valuation.
G & LC, wealth management clients