More activity in major financial planning such as the 3 commercial properties we have . Should they be in my name personally / in a pension scheme / as they are in business name ? Tax planning / business reviews – How would you describe us overall?
- 7/10 – How do you rate our service?
- 5/10 – Do we provide you with enough advice to benefit your business?
- 8/10 – Do you think our fees offer good value for money?
Jeff – 13 Apr 16
Hi Jeff
It was a pleasure to speak with you this morning and I am delighted to hear that you are very happy with our service and that we are active in our support.
I have emailed you today with details of our regular business reviews and I am sure you will find benefit from this service as discussed.
I look forward to hearing from you and have a great afternoon.--
Sam Weston
Sam Weston –
Hi Jeff,
Many thanks for taking the time to reply to my survey and I will call you directly to discuss your comments.
I am sure we can help with the matters you have raised as we have expert knowledge in this area.
regards--
Sam Weston
Sam Weston –