We first met Russell when he knocked our door looking to introducing himself as a financial adviser and stockbroker who would be opening a new office for US firm Edward Jones on our local main street. After our initial conversation we set up a date for him to call back to see what he could do for us.

Leading up to the next meeting we pulled out all our documents for assessment and it didn’t take him long to point out that the way the bank had set up our savings lacked diversification and proper financial planning. The main highlight here was that because it was all invested in the one place should it crash then everything was going to hit the skids and our hard earned savings would be lost. So much for the bank we used to trust? Ever since Russell has organised our savings in such a way that we understand how they work and the reasons behind each decision.

We now have peace of mind knowing that things are being looked after by someone who cares very much for his clients.

Mr & Mrs Curle