CLIENT FROM WEST MIDLANDS
“Having become increasingly frustrated with the major clearing banks – inept service, poor advice and a “one size fits all” investment mentality – I decided it was time to change my financial adviser.
Richard was introduced to me, through a friend and existing Aevitas client, some four years ago. Initially I had reservations as it meant moving to a small business which relies heavily on the abilities of its Managing Director, despite him being well qualified and highly experienced. The move was handled very competently by Richard’s team and thus far, the experience has been very positive.
Aevitas is proactive in its approach, diligent, friendly and knowledgeable. I would have no hesitation at all in recommending their services – in fact I already have.”