Financial Planner Magazine

We are often asked if we have a brochure or similar literature which explains who we are and what we do. For the last ten years we have avoided producing a brochure, but this year have decided that it must be done and as soon as we have a draft version we are happy with, we will send it to you for comment. Our clients and friends are the best judges we have.

In the meantime, I am delighted to append a copy of an article from the Financial Planner Magazine for January 2011. This is the leading trade publication for Financial Planning professionals and they said some very nice things about us. I do hope that will be helpful to those of you who trust and value what we do so much that you are prepared to recommend us to others.