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With over 40 years of experience in the financial services industry I have built up a loyal client bank and my aim, at all times, is to provide a personal service as no two clients are the same. Within my role as a Chartered Financial Planner at Succession Wealth I advise clients on: - Pension & Retirement Planning - Annuities - Investments - Tax Planning - School & University Fees Planning
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Southwell Business Networking Club