Your experience!
In these few paragraphs, I had thought of having testimonies from various clients saying how they had enjoyed the overall experience of dealing with Brian M Dick Financial Planning for more than 15 years. However, that seems to me to be a bit vacuous. That would be like giving the names of referees when attending for an interview. My thinking on that is that one would be a bit stupid to give the name of a person who would not provide a good reference. So I can only tell you that your experience starts when we first meet. If you are genuinely interested in receiving quality independent financial advice, then I can provide it.
The most important aspect of any financial planning is trust in the person handling your finances, not only in the advice, but in the way in which you are being dealt with. At a first meeting, we all, make a judgement on the other person within the first two minutes. The integrity of the person appointed to deal with your financial planning should never be in doubt.
Consistency of advice and personnel is critical. Too often, within large national firms, the person who "advises" you this year will not be there in one or two years from the first meeting. The companies recommended to manage money for you can change overnight, because they are no longer on that institution's panel. That is not the way I would wish to be dealt with. Knowing that your adviser takes a real interest in your planning is paramount to a successful, long-term relationship. A long-term relationship is the cornerstone of financial planning. The only way to find out if Brian M Dick Financial Planning is a partner for your financial planning is to get in touch and have a meeting.
You will be most welcome!