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‘Cormorant provides my firm with a highly effective investment process. Steve not only knows his stuff, but he understands where investments fit in the financial planning context.’
John Lang, Tower Hill Associates.
‘We provide professional financial planning for discerning clients. We demand exceptional standards from our support providers. Cormorant has exceeded our expectations with work of the highest pedigree which in turn delivers highly effective results for the benefit of our clients.’
Derek Capelin, Capelin Financial Management.
‘Our financial planning is aimed at the high net worth market and our relationship with Cormorant is integral to ensuring that we have a robust investment process. This relationship also provides us with a high level of confidence in our ‘treating customers fairly’ responsibilities. We regard Cormorant as a trusted adviser to Yellowtail.’
Dennis Hall, Yellowtail Financial Planning.
‘To maintain quality and depth of service we rely on Cormorant. Steve’s additional knowledge, insight and market understanding allow us to deliver a higher calibre of service to our clients. Simply put, we win more business because of our relationship with Cormorant.’
Keith Churchouse, Chapters Financial.