Joyce approached us over 6 years ago, originally to manage her suitability reports. Our relationship has been built on clear communication and trust, and as time has moved on she has entrusted Curo with further work opportunities, starting with administration and then dealing with her clients and their enquiries, whilst also attending her client events. The relationship has developed so well that Joyce now entrusts us to look after her emails and calls whilst on holiday, which can lead to making decisions on her behalf.
We have built an excellent relationship with Joyce over the years and not only do we enjoy working with her and being the extra part of her team, we also enjoy meeting for the odd dog walk.
Joyce Oliver Wealth Management
I have been working with Michelle and her team now for 6 years and this is one of the best business decisions I have made, I have full support which I could not do without. Curo paraplanning Limited are helpful, friendly and professional, their attention to detail and high standards are impeccable; when you own a business where there is so much going on and to think about they really do give you peace of mind.