Tony Byrne – Wealth & Tax Management

The branded importable mini Voyant factfind has been a brilliant tool for saving us both the time (30 minutes to an hour on average) and the tedium of completing fact finds ourselves. A huge additional bonus is the fact that it’s branded. I’ve been amazed at how willing both clients and new prospects have been to complete the factfind. Congratulations to you Andy on a well designed tool.