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“Despite a number of stumbling blocks, including me being hospitalised for a month shortly after engaging  with our Adviser, he and his team continued to progress the process of gathering together all my financial information, and then identified in detail my future financial needs so that the decision on future investments is fully informed. The work done so far has been thorough and thoroughly professional, and he has demonstrated an in depth knowledge of all aspects of finance and taxation. I have no doubt that the final recommendations will be exactly the right ones for me.”

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