We are Chartered Financial Planners and Trust & Estate Practitioners. These are the highest levels of qualification open to independent financial advisers. Our practice provides financial advice to wealthy clients, trustees, and other private client practitioners in the legal and accounting fields. We also provide training for the law society and individual law firms on matters relating to pensions, trusts, tax planning, finance advice, and the Financial Services Authority (FSA). We offer a free initial consultation to potential clients with these planning needs. Please contact us on .
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