'Given my present situation, I initially expressed
my concerns to Mr. Knight. He planned my investments very cautiously
to match my personal situation and has always kept me feeling fully
informed and knowledgeable about my investment portfolio. Understanding
that I did not have prior knowledge with investing, Mr. Knight
addressed me very courteously and fully explained all concepts and any
changes he intended to make. I felt there was a great level of
transparency between Mr. Knight and myself. I have always felt very
confident with Adam managing my investment portfolio. Whenever I had a
question or concern, Mr. Knight or someone from his team addressed it
promptly, putting my mind at ease.'
referred to you when I received a lump-sum payment from my ex-husband's
pension plan. I considered myself part of the 'don't have a clue'
group. With so many investment options, I was totally confused. I knew
I had to play if safe as I needed enough money to last through
retirement. You ran me through the financial planning basics before
zeroing in on where I should be investing with minimal risk.
so happy with the way you designed my portfolio and with the results.
You have made it easy for me and it's good to know I'm in good hands. I
trust your judgement and expert knowledge completely and I now have
confidence in my financial future.'