Posted 15.04.2024
Nigel has been a client of Rhodes Wealth Management since we merged with Paul Bainbridge back in 2013. Gavin Lawler took over their account following Paul’s retirement. Nigel has since attended many of our client events including Chatsworth House, the Annual Golf Day and several of our virtual cook-along evenings.
When it came to his annual financial review, Nigel was keen for his wife, Kathy to be involved in the meeting. They were most impressed with the professional and comprehensive preparation that Gavin had clearly put into the meeting. He focused not only on how the investment had performed over the last 12 months, but he recommended potential adjustments to the portfolio to align with their financial goals and the stage of life that Nigel and Kathy were at.
Nigel commented: “What really stood out for us at the meeting was Gavin’s exceptionally good people and communication skills. The way in which he explained how our investment was performing and his reasons for adjusting some of our funds gave us a more rounded view of things. Kathy was most impressed and felt very much at ease talking about our aspirations for the future.”
“We are so impressed with Gavin’s approach, and we want to thank Rhodes Wealth Management for such a positive experience.”
Past performance is not indicative of future performance.
