What has been your experience as a client of Money Matters?
I find the professionalism first of all, with my having been in the professional world for 40-odd years, is second to none. Rodger thinks about his clients. He also takes judgement from research and he has good relationships overseas. He keeps up with the trends. He is also very careful in the way in which he handles his clients in terms of employment of their funds and I think that’s very important. He looks after the funds as if they were his own and that’s important to me. It’s that sincerity that gives confidence that when I wake up and everything is hysterical on the stock market I know that I’m in good hands and that’s very important.
As a client, my relationship with Rodger has given me a lot of confidence in terms of the management of my funds. I want to know that my funds are looked at and taken care of by professionals. I know now, with the benefit of hindsight after the time of being with Rodger, that he handles the money as if it were his own funds and that to me is very important. He has diversified to the degree that he puts a lot of accountability on fund managers to perform and the diversification of their proportion of my funds gives me the least pain. So when I sit down and watch the television report each morning I have confidence that I’m not going to wake up to wild fluctuations in my portfolio that would unsettle my financial foundations.
Would you recommend others to Money Matters and why?
I have referred others to Rodger because I feel that I have engendered confidence in the fact that he is doing a professional job. You can go to your bank manager and say would you take care of these funds for me – he will give you the normal rate that anyone will get. You go to your solicitor or accountant and he will give you the in-house rate and he will take his slice out of it. While these people are professionals in their own field they are corporately driven rather than focused on the individual’s aspirations and expectations. I don’t have confidence that those people would really have my long-term interests at heart.
When you look at the past and into the future you have to have someone who’s making your money work for you and grow so you don’t end up with a depreciating asset. One gets added confidence knowing that Rodger also keeps up with the trends and technical developments in this field to the benefit of his clients.
How has Money Matters made a difference to the way you feel about the future of you and your family?
Confident, that’s the thing. I am not worried about my future. I’ve retired now and I know that at the end of the day the plan developed with Rodger and the expectations that I have for a return is going to be there. I often resist the temptation to turn around and start to dabble in the redeployment of my funds because I know they are sitting there, looked after and acted upon by a professional.
How do Rodger and the other folk at Money Matters compare to what you thought of financial advisers?
Rodger’s service has been above my expectations. I always thought you see a lot in the papers and you read a lot in the financial columns about fund management, but Rodger takes a global overview of it all. We’re talking about globalization today in finance and that’s very important. Also his peers judge him as much as we do and I think at the end of the day the confidence comes to me that he is actually doing a very solid and sound professional job.
Any final comments you would like to make?
I think one of Rodger’s strong points is written and verbal communication. He is always at the end of the phone and willing to meet. He sits down and discusses the problems or anxieties that I may have because I may have read or heard something. He is quite prepared to meet with my wife and me and go to great lengths to understand what I want and what I need to do which I think is very important – like I said before it is and has to be an extension to your family.