Building a trusting relationship with your adviser

Working together with your dedicated adviser - Long standing investment client

Very happy – Lee demonstrates real care for what we want to achieve as a family, a real strength in my view, it feels very personal to my family and our circumstances. He has a real listening ability, and is always keen to understand my ambitions and rationale. Risk is always made clear and I’m given clarity before a decision is made. My circumstances have changed significantly since my time with Tatton, they have been the right partner every step of the way.

The value of your investment can go down as well as up and you may not get back the full amount you invested