As an experienced practitioner in the provision of Financial Advice, my aim is to develop a long term working relationship with you. An initial review is carried out on your current financial situation, followed by a discussion as to what you would like to achieve by way of Financial Security for the future. You will then be advised as to the most cost and tax efficient means of achieving this goal.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.