Our Sequence advisor is an excellent IFA who has engendered a very good relationship with us over the last 3 years we have been using Sequence Financial Management. Having provided pension financial planning and subsequently administered the establishment of our SIPPs and the supporting Discretionary Portfolio Management, they have both our full trust and confidence. Our Sequence advisor takes time to understand clients’ requirements and objectives and their expertise and experience shows through in the options presented back to us. Together with their flexibility, responsiveness and ‘can-do’ attitude, we have everything that we expect from an IFA in Sequence.
Mr & Mrs Watson-Cave