Comprehensive + sympathetic grasp of our situation

“Yesterday I made my first visit to your elegant headquarters at Oddstones House, so that Jean Webb could take me through the Cash Flow Model that you have set up for us.

I am writing to say what a fruitful meeting it proved, and to express my admiration not only for the ease with which Jean showed me round the model and its facilities, but also for the very comprehensive and sympathetic grasp that she has of our situation and our portfolio.

My wife and I always enjoy our discussions with Jean, and we appreciate very much the endless care and patience she always demonstrates, particularly when see was dealing with my endless questions about your proposals in the early stages!

We count ourselves very fortunate that our previous adviser suggested we should transfer ourselves to BpH Wealth Management when he retired, and are extremely comfortable with your company philosophy and attitude to your clients.

So please accept our thanks for the services you are providing, and our best wishes for your continued success.”

Retiree, Middlesex