Independent Financial Adviser
I have been in the financial services industry since 1985 and specialise in inheritance tax planning and investments but, do advise on all other areas of financial planning. When advising clients on an ongoing basis, I prefer to meet at least twice each year and am available all the time.
When discussing financial planning issues and solutions to them, I think it important to spend as much time as is needed to ensure that clients understand the benefits of their financial planning, together with the assurance that ongoing advice will keep financial plans on track.
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