Martin’s Story – Friendship and Financial Advice

friendship and advice

I met Martin in the early 1990s and he was one of my first clients when I became an Independent Financial Advisor.  I was privileged to have Martin as a client and friend for nearly 30 years – but unfortunately, he died of COVID-19 in April 2020, and I still miss him very much.  Martin…

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Margo’s Story – It’s About People, Not Money!


Roll back 20 years to October 2002 and I had the privilege to meet Margo, a delightful lady who I am proud to still call my client today.   At our first meeting, I discovered that Margo had received a sum of money and was seeking sound investment advice.  She had already contacted no less than…

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