Tony Daly

I can't image how anyone would have done better. Very happy with how we are being kept informed, without the service being intrusive to our life style.

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Always well organised prior to meetings and very prepared, flexible with regards to my changing meeting times due to work, happy to talk and explain anything I question or ask for advise on, puts me in touch with other options/people when asking for help on other matters.

Extremely RELIABLE cooperative, efficient and effective. He has been able to give us financially a very comfortable retirement. Always a friendly and approachable gentleman. He is down to earth and shows genuine concern and understanding on how we are coping.. He has set realistic goals for us and we have full confidence in him.