As we approach the end of the year we are reviewing our Service Standards, and wanted to ask about any improvements you would like to see.
The following questions are to find out what you value going forward:
When answering please consider that Transact will, in the New Year, be sending you a quarterly (increase from six-monthly) statement and valuation.
We would meet at a local restaurant, with an agenda, where we would discuss how you feel Lexington Wealth could be improved. This is likely to take approximately two hours.
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