This is a statement to affirm my duty of care to my valued clients. This not only encompasses responsibility for continued service and assistance to my clients during their lifetime but also to their family and beneficiaries upon my clients demise. My aim is to assist in my capacity as trusted financial adviser in specialist matters.
This statement should be kept in a safe place and a copy should be given to key family members. Please ensure that in the event of any changes in circumstances, to include terminal illness and death that I am immediately informed. My contact details are as follows: