We%27re not like other firms. Of course, we have our preferred work methods but we understand that not everybody wants to work our way. That%27s why we allow you to tailor the way we communicate using phone, texts, e-mail or letter. That ethos extends to the way you want to structure your records. We are flexible. At your option we can build you a record keeping structure. Alternatively, if you have something that works for you, we%27ll work with that too. The result is a dedicated expert adviser working the way you want them to.