"We met up with Ben at one of those transition points in our life: investments. Over the years our investments had become rather complicated and difficult to manage. We realised that, as time went on our ability to continue managing them would decline further and now was the time to enlist suitable help. We needed someone who would give us confidence that suggestions given and decisions made would be in our best interests and for this we were looking for a long-term relationship. We also needed someone who related to us as an individual with a personal touch but was fully linked to a reputable finance company. We have found that what we need and what Ben offers fit well together and we look forward to working together over the coming years."