I can honestly say, from my first contact on the phone, I felt I was the most important client to Ludlow. Ryan, my advisor, took the time to get to know me both on the call and in that first meeting. Ryan questioned me on what my priorities and aspirations were at that time and then prepared a report on how it was suggested I proceed to maximise the return within my risk profile. This was not rushed and my understanding of the options was verified. Again, I felt like I was the most important person to the business.
Every year since then I have had meetings with Ryan, initiated by him, to check everything is moving on as planned. In these meetings all sorts get discussed and I am always amazed at how much Ryan has remembered from the previous year. I have no hesitation to call Ryan with any queries, whether it was something as simple as a withdrawal of funds, or a recommendation for an acccountant to deal with my tax affairs.
I cannot recommend Ludlow highly enough, they made the confusing world of investments easy to understand and made me feel the most important client they have! I wouldn’t hesitate to recommend them to my friends or family.