Thank you very much for your recent letter and the enclosed portfolio valuation. I am pleased to hear your opinions as I continue to feel very happy with my investments as they stand and have no wish to make any changes. I think you invested very well on my behalf and I am always happy to take your advice.
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Extract from a thank you letter
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Thank you for all that you have done and continue to do for me as a humble client - all of it has been greatly appreciated over the many years. Your management of my finances has made me secure in my later life and hopefully ready to face whatever is thrown at me.
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I have been very pleased with the way you have run my portfolio, you have done well.
Thank you for the smooth running of this and for the thought you have put in to it.
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Extract from a client letter
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Thank you for your letter.
As usual this is all very clear to us and we should like to thank you for the efficient way you have interpreted our needs.
May we also confirm our appreciation of the way Jacquie and the rest of your staff deal with us. Their friendly efficiency make it a pleasure in an increasingly indifferent world.
Thank you all with our very best wishes.
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Extract from a client letter -24.01.09
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I was delighted to read in the Cornishman this week that you had won a National award in two categories at the Compliance Register Awards. Congratulations to you especially, and to all your staff. Well done!
I was always happy to be your client and now I am proud too.
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