What were the circumstances that caused you to look for a financial adviser?
Previous adviser proved unsatisfactory. Made recommendations based on his financial interest rather than mine.
How did Dr Josh Lewis help you?
Listened carefully to my objectives. Made recommendations with which I have been fully satisfied. Makes sure he is fully on top of my financial situation and visits me for a thorough annual review. Very professional and very pleasant to work with. Responsive when needed.
Have you seen the outcome you were hoping for?
I have been fully satisfied with the advice received. I have confidence that advice is always tailored to my interests.
Dr Josh's reply
Hi Keith - thanks for your review and feedback which I greatly appreciate. It has been good to help you over the years and structure your plan so your financial needs are met. I look forward to continuing to work with you in the future.