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Our Mission
To provide our clients in the long term with a professional financial planning service through experienced qualified consultants who have empathy with clients and an understanding of their objectives and concerns, employing the use of technology without losing the personal relationships of the organisation.
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Newsflash
| The government has extended pension drawdown relief to include the 2011-2012 financial year. This relief allows for a reduction of 25% of the minimum pension amount required. If you're currently drawing from an account based pension and would like to reduce this amount, please contact our office. |
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