Investments – Mr M

MR M had an investment portfolio of managed funds held with a large insurance company that was changing its charging structure. He was keen to see if we could help him to take on the ongoing management of his portfolio, so we ran a comparison on the open market and found a cheaper investment provider that could offer better customer service. He now uses us for ongoing reviews and we have developed a warm and trusting relationship to the point where he is a welcome regular visitor to our office!