Sandy GlennieYou carried out my will request with good guidance and well-honed experience. Sadly I missed being a corporate millionaire but with what assets I do have you advised me wisely on their management.
I think we had a good understanding and there was nothing I would wish to change. Maybe an annual follow-up, phone chat, on matters which could have arisen could be a good move?
Anyway in summary a well satisfied 77-year-old corporate pensionerSandy Glennie
January 18, 2023