Dave L: Wealth Management testimonial

How we helped Dave L:

“Having taken the opportunity to retire slightly early, French Duncan were recommended to me as financial advisors.  Being in the midst of Covid restrictions, face to face meetings were prohibited but Andrew spent considerable time discussing my circumstances through emails, phone calls and video conferencing.  He showed great patience and took the time to translate complex issues into clear and concise language for my benefit, before discussing recommendations and mutually agreeing action.  Now well over a year in, I have been impressed and pleased with the service provided by French Duncan.”

Dave L, Wealth Management client

 

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