We were very pleased with our initial meeting. It was informal and relaxed but very informative. Review checklists are thorough. All communications we have with LIFE Financial Planners are attended to in a timely manner.
The advice and strategic advice given is communicated in a manner that is easy to understand. We can discuss in our meeting and any questions we may have are answered. They are very helpful in all aspects and go out of their way to help.
LIFE Financial Planner take the worry out of setting up new accounts, managing existing accounts and liaising with account providers. They act on any requests quickly and supply any information in a timely manner. We are very happy with our overall experience.
We are very happy with all aspects from review checklist through to review meeting and implementation of any associated recommendations. The review meetings are informative, we have the opportunity to ask questions and obtain more information. Any associated recommendations are carried out as requested.
Any queries are dealt with quickly and efficiently via email or telephone. We find them very easy to talk to and willing to help with any query we may have.