Archived articles
Although the content of the article(s) archived were correct at the time of writing, the accuracy of the information should not be relied upon, as it may have been subject to subsequent tax, legislative or event changes.
Vikash, we've developed a bit of a pipe-dream and wanted to run it by you..
I loved this opening line of a voicemail, because it meant we were going to do some planning.
To help the client move towards where they wanted to be.
I love that l'm always the first person to get these calls.
Because I know the people, their goals, and their absolute financial position.
Can we do it?
Should we do it?
What if we do it now?
Helping people to make better informed decisions.
I’ll take that for a career.
If you’d like to discuss any of the topics raised in this post then we’d love to hear from you on 0330 056 3566 or by email.
