Graeme

by blenkhorn-kirkwood | Jan 20, 2022 |

Ken took over our portfolio at a time when I was extremely disappointed in the level of service, advice and reporting we were receiving. I suspect I was noted as a ‘difficult’ client. Accordingly, Ken and I had some initial difficulties but, over time, Ken showed he was quite capable and able to provide the …

Ken took over our portfolio at a time when I was extremely disappointed in the level of service, advice and reporting we were receiving. I suspect I was noted as a ‘difficult’ client. Accordingly, Ken and I had some initial difficulties but, over time, Ken showed he was quite capable and able to provide the level of service and advice that I believed we were entitled to. I also suspect that Ken came to realise my initial complaints were more than likely justified. Since those early days, Ken has been on board with our trustees, and they appreciate Ken’s insight into our portfolio and generally adopt his buy/sell/keep recommendations.

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