Working with Investec Wealth & Investment, many of our clients require financial advice. I work with many advisors across different firms but when introducing my clients into a new relationship, I tend to choose Lee and his colleagues from Wren Sterling in the Surrey office. There are a number of reasons why I choose Lee and the team. Firstly and importantly, trust is key. It is very important that when I introduce a client to them that I know that they will be looked after well and that the clients best interests will be at the heart of the conversation. Lee spends considerable time getting a strong understanding of the client needs and requirements and acts independently to provide clients with the most appropriate solution.
Secondly, Lee and the team have a strong technical knowledge due to their long experience in the industry. They have had to undertake considerable work on some complex cases that I have introduced and where possible, they have found an appropriate solution. They have a broad knowledge of financial advice across the personal and corporate sphere. This broad level of technical knowledge is very rare in my experience across the industry. I would strongly recommend Lee and the team.