Russell is a Chartered Financial Planner with over 25 years experience in financial services. Prior to that he worked in banking so it’s now hard to imagine doing anything else. It is this level of experience that has helped him build up a solid client base over the years. He would like to think that it is also because relationships are built on trust and the client base has increased almost exclusively by ‘word of mouth’. Thankfully, not much has been spent on the advertising budget.
Jane will tell you that she does everything else!! It’s fair to say she provides excellent administrative support and is as well known and trusted by our clients as Russell. She also has worked in financial services for many years and is a typical administrator; highly efficient with a desire for perfection!