Responds very promptly
I visit Michelle once a year but if I have a problem I can get in touch any time I need to and she usually responds very promptly depending on her work load. She manages all my funds and pensions and investments and makes sure I am able to live and work in the way I want. As I am semi retired she also she helps me think ahead as to how to look after the rest of my family. She is easy to talk to and patient to explain what she thinks I should be doing. I find dealing with all these money matters very confusing and without her it would be impossible
What could they have done better?
Before Michelle took over my account I worked with one of her older partners who was wonderful but she retired. Michelle replaced her and had an extremely difficult task to gain my trust. As she was so young, I felt it would be difficult for her to be aware of what an older client would need. Over the last few years she has certainly dispelled my doubts.