At Goldsborough, we are fortunate that we have continued to grow over the many years we have been in business, thanks largely in part to client referrals. We take it as a wonderful compliment, as it reflects the trust and value our clients place in us, and the services we provide. With so many key decisions and long-term goals to be set, a referral from a friend or a colleague makes the decision of finding a financial planner that much easier.
If there is someone you know who may require our assistance in the future, you and your friend or family member can both be reassured that our referral process is as follows:
If you have any questions about referring a friend or family member, please don’t hesitate to speak with your Goldsborough Adviser as they would be more than happy to help.