I joined Old Mutual in May 1988 and I have embraced the following principals: Provide clients needs based advice with no focus on products. We have a small proffesional team in place with Lucy and Helen creating a special relationship with our client base focusing on review preparation, quotations, client queries….We have a large Investment book through Old Mutual Wealth and are establishing ourselves with OMW PCS. We work hard on building our relationship with our partners OMW, OM Corporate, OMW PCS, Broker Ditribution, Old Mutual Insure. We believe in creating the right enviroment with a proffesional office infrastructure and a welcoming atmosphere. We believe in offering our clients Estate Planning advice and Retirement Planning as well as offering regular proffesional reviews to existing clients. We welcome regular practise audits to ensure we remain compliant.