I would just like to take this opportunity and personally congratulate you on what was an excellent presentation, both real and informative and very reflective on what an Adviser should be, so well done
I enjoyed the presentation from Doug Bennett. It was from the heart and incredibly interesting!
Throughout the day we had very informative and interesting sessions from Aviva, iPipeline and Doug Bennett.
I particularly enjoyed the presentations today but my favourite has to be Doug Bennett’s.
Had some very good ideas that where more practical from Doug Bennett. Especially as he is an adviser.
The expenditure questionnaire has proved really useful and has enabled me to make a genuine improvement!
The Budget Planner is now a very valuable item in my toolbox. I wouldn’t want to be without it!