Continued with the same helpful trusted advice.
Jonathan is a great advisor, he is very diligent and provides sound advice.
Toby has continued to provide excellent advice on the positioning and oversight of my savings and investments. He has also included my children in on-line meetings to discuss the most advantageous strategy for me and for them.
Jonathan has consistently provided clarity, thorough evaluation, and invaluable insights into our defined financial plan. His dedication to ongoing customer service, his regular market updates and consistent communication have been instrumental in keeping us well-informed and confident in our financial decisions. I appreciate the peace of mind that comes with having Jonathan as our financial advisor, knowing that our financial well-being is in capable hands.
He kept providing advice on alternative investment tools and how to manage my assets with integrity and introspection