I first met Keri when my late husband sold his company shares and we turned to Broadway Financial Planning for investment advice. Keri quickly impressed us with her vast knowledge and understanding of the financial marketplace and global economies.
It is hard to believe that we have been at Farncombe Estate for just over a year now. We have settled in really well and most of you will have visited us now at the office.
It’s been a busy time for us, trying to arrange everything seamlessly whilst endeavouring to ensure we continue to provide the best service to our clients possible. You’ve very kindly helped us by completing our client surveys, the results of which are invaluable and will be published in our next quarterly newsletter. I can assure you that these are most helpful and there are quite a number of our processes that have been improved as a result of comments made. So thank you!
I’ve also been “back to school” in order to ensure the knowledge required to give our clients the best advice possible is as comprehensive and appropriate as possible. I’m delighted to report I passed both the exams taken which was a huge relief!