“Rob, thank you for your help, advice and explanations yesterday. You certainly gave me plenty to think about, but best of all made me feel very much more satisfied with my finances and present state of play! It was good meeting you.
I would like to go ahead with both the Will structure and also the trust for the flat. Your suggested Financial Advisor rang me today. Thank you for arranging the contact. So a very successful outcome from our meeting, and I shall be in touch again shortly.”