I am most appreciative of your kindness in arranging to meet at my home because as you know travel is a difficulty for me, so this understanding of my circumstances and willingness to come to me, was most welcome, and I thank you for it.
I was put at ease by your answers to a number of questions I asked, which you clarified succinctly. I am positive about the changes suggested by yourself during this review, all of which instil confidence, and are designed to provide for my well-being and economic security in the years ahead.
I have every confidence in your advice and assistance, I appreciate your friendly approach, and look forward to you, Cigi, and CCA being my financial advisors into the future.