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E. Long

Katherine has been my personal financial advisor since 2010.  It is the first time that I have had no anxieties around the way in which my affairs are handled.  I am confident that my requests will be answered promptly and with skill.
There have been occasions when I’ve needed to make big demands on her skill and time, and she has found solutions  in an easy cooperative way.

I appreciate the transparency in all our dealings, and am given regular updates and reports on my portfolio.  We have no problems with communication and I feel supported.  I sense that Katherine really cares about her clients.

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