Our family have been working with Bart for many years since we decided to sell our small business and invest the profits. The planning and growth that Bart and the team have guided us through has enabled our family to now pay nearly no inheritance tax. Even more importantly, we have now established a charitable fund that will enable future generations to be involved with the local community and help those less fortunate.
To us, communication is very important. We enjoy talking to Bart as he describes everything using our own words making everything easy to understand. Open and honest communication in all areas, which includes admitting when something doesn’t go as planned, is key to our adviser-client relationship.