The end of one era, and the start of another.
Having looked after your affairs, in some cases, for several decades I have decided to hand over my legacy of great relationships to David Hazlewood and the team at Knightswood House.
I began discussions at the start of the year with many parties who have expressed an interest in carrying on my legacy. I reduced this to a short list of 7, and after much consideration I selected David as my successor. My primary concern was finding someone I could trust and who had the capacity to maintain the qualities that underpin my relationship with you.
What I have realized too is that your needs are growing and changing. This changing of the guard represents an opportunity for me to help you with these in addition to the work we have done of protecting you and your family.
David has over 20 years of caring for clients in financial services. He started in business as a Life Risk Specialist, but has added the capabilities of developing investment strategies, SMSF’s, tax planning and retirement planning.
David is well placed to embrace the ever changing financial and investment world and I recommend him to you. His ambition is to ensure his clients are confident of their financial position so that they can get on with enjoying life without having to worry about their future.
I’m sure you will enjoy working with David.
I wish you all the best for you and your family.
As you probably know, Sarah has agreed to join Knightswood House which is a massive bonus. She’ll be in contact with you in due course to arrange a catch up and introduction.
I’m really excited about working together, and I look forward to meeting you.
In the meantime, if you have any pressing concerns or need assistance with something immediately, please let me know either by calling the office or by emailing me and we’ll arrange to meet as soon as possible.
Or alternatively you can book a meeting straight into my diary below.
If you’d like to know a bit more about our business (or about me), here’s a good starting point.
We’ve also put together a guide which explains the process we work through with clients – it’s called The Roadmap to a Great Life – the 9 smart strategies that allow you to leverage your professional achievements into personal financial success, so you and your family can enjoy a great life.