As a sole trader, I have experience in the financial service industry since 1982.
I am FCA approved, attaining DIP4.
I pride myself on delivering a personal service tailored to the needs of each of my clients.
My initial meeting is free from which any advice and service will be agreed upon at the outset.
Once an agreed fact find is completed further discussion to outline areas of need to be agreed and acted on.
I’m out the office for the rest of the day due to a conference but I’ll be back in tomorrow which will be best
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