The extra mile
Jonothan has an excellent appreciation of my needs, and regularly assesses the amount of risk I am prepared to take… Following my husband's death, he has been liaising with the solicitor re setting up a trust and is giving my sons advice on tax planning. He will go the extra mile to make things easier for me.
Combined Financial Strategies
2020-09-24T14:30:07+01:00
– MD, Shropshire
https://cfsorg.com/testimonials/the-extra-mile/