Retirement loomed closer, needed advice.
After an initial phone call both Craig and Ed arranged a home visit to discuss options.
Nothing, all options were made clear to me based on my needs.
The Banking system failed to satisfy our needs.
By suggesting investments which would return financial benefits
not much more than he has
High street banks were unable to generate adequate returns but didn't admit it for years,
By understanding our situation, being very diligent in researching all our assets leaving no stone unturned and putting them to work inline with both our attitudes to PFR.
Highly satisfied, exactly as we had hoped for.
This is the hardest question to answer, having said what I have above, suffice it to say, we left high street banks behind and have no intention of leaving IFS having put our 'financial' life in his hands.
I was in need of income protection and life insurance as i have just purchased a house.
Craig researched the best insurances for my circumstance and presented them to me in a clear way, he then assisted me in the application process.
Nothing, craig was precise and efficient
I had retired
He gave me excellent advice on my options then helped to set up my new portfolio