Have you ever felt Let down? Betrayed? Exploited? Disillusioned?
Well that’s how I felt about the financial services industry and the various professional advisors I had come across over some 30 years of being in business.
A few years ago, my wife and I were faced with perhaps one of the most difficult decisions of our lives.
We had over 20 years developed a successful and profitable business, we like many people had experienced the highs and lows of business ownership and felt directly the demands it placed on us as individuals and as a family.
We had concluded that maybe it was time for a change and to search for a quality of life we had lost and perhaps regain that most precious of commodities “Time”.
The question was should we sell a proportion of our business interests and invest our time in a new way of life?
It was truly one of the most difficult and agonised decisions we had considered. After much deliberation, we sold up and set our assets to work in a different way.
Following the sale, we quickly realised we were unhappy with the IFA we had appointed to manage our investments.
There was a fundamental flaw in the service we received, quite simply it was designed to benefit the advisor and investment houses concerned rather than us. We the clients felt we were secondary and often regarded as fools, perhaps even an inconvenience now they had our funds under management.
At such a critical time in our lives we were not willing to accept the unacceptable and gave notice to our advisor.
At the same time a trusted friend suggested we speak to his financial advisor that firm being Dart Capital.
What a breath of fresh air it was to sit and speak to a firm who it seemed had our best interests at heart.
We quickly found that our contacts within Dart, Chris and Andrew, were hard working honest people who told it as it was.
No false promises to get a sale, no telling us just what we wanted to hear.
Plain and simple honest advice and if they didn’t know the answer they could find someone who did.
Within Dart we have someone we can speak to if we have concerns, someone who has taken the time to get to know us and understand our situation and our personalities.
Dart are quite simply the best financial advisors I’ve come across in 30 years and believe me I’ve tried a few, from the world of private banking to some of the most highly rated investment houses in the city.
This firm doesn’t pretend to be something it’s not, it offers good solid advice, the staff care and are interested in our continued success. We consider them as friends.