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Financial planner
The person responsible for the financial planning advice provided to you.
Perspective
Investment: Avoiding the Sirens’ call
Investment: Suck it and see!
Investment: Rise above the noise
Investment: Getting the right blend
Financial planning: Pull the right levers
Financial planning: Trick yourself to financial success
Investment: What are risk and return?
Financial planning: Supermarket sweep
Financial planning: What is wealth?
Investment: What is investing?
Financial planning: Raid your pension in haste and repent at leisure?
Investment: Why should I invest?
Clients
Care home planning; a real relief
Sincere, genuine, sensitive and credible
Clear and bare facts, no hidden agendas
Honest, approachable & enthusiastic
Not bad in 10 years
All inclusive, very helpful
Service always first class
Tailored to the individual
Reassurance for the future
More secure about our financial future
