We have known Linda and her husband David for perhaps 15 years or so, originally meeting as members of the Guildford Rotary Club. They live in Guildford and became clients in 2005.
I was originally introduced to Jeff by a local Solicitor back in 2002. Since then we have helped Jeff with a variety of financial issues, principally dealing with investment and pensions advice.
I have known the Slaters socially for a number of years and they became clients about five years ago when Simon began to plan for his retirement. Since then we have helped with investment and other family matters as and when they have arisen.
David and his wife Heather have been clients of ours since 1999 and over the years with have dealt with a variety of financial issues, with more issues to deal with over the years ahead.
Jill Spanton and her husband have been investment clients of Price Fergusson for about 15 years and are now looked after by Sandra Anderson, one of our Account Managers.
Simon and his wife Thecla, have been clients of Price Ferguson for just over a year. Jo Scott has helped them with their retirement planning as well as giving investment and inheritance tax guidance.