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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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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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