If we agree that we want to work together, there are broadly 3 steps that we go through with our clients, which is a constant, continual process.
It’s all about trust. Who would you really trust with your entire future? It’s a daunting question, but just meet Adrian – you will know.
Alan Murray, MD, Public relations consultancy
Since using David Tom as our financial advisor my wife ,Margo and I, within 5 years, have seen our pensions rise from being itsy bitsy dis-jointed non-entities valued at about £40,000 each, into owning a virtual-freehold (120 year lease) city-riverside listed warehouse valued at over £2m. Ok, we have a pair of £150,000 mortgages on it, but these are being paid off by the Commercial rent we are getting from it (85,000 P.A.) How did that all happen? Ask David.
Stuart Balfour, Managing Director, Kuijpers Balfour Ltd