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    Meet our advisers dedicated to helping COMPANY’s employees

    David Currie

    ‘My job as a financial planner, is to understand the goals and objectives you have in life, then work with you to create a tailored financial plan designed to help deliver them.’ The clients Adam works with tend to be City based, at the peak of their earning potential and busy! They appreciate the focus he brings to their finances and are grateful for having someone to keep them on track. “Most people are referred to me by existing clients, which is testament to the value of working with a financial planner.”

    David Currie

    ‘My job as a financial planner, is to understand the goals and objectives you have in life, then work with you to create a tailored financial plan designed to help deliver them.’ The clients Adam works with tend to be City based, at the peak of their earning potential and busy! They appreciate the focus he brings to their finances and are grateful for having someone to keep them on track. “Most people are referred to me by existing clients, which is testament to the value of working with a financial planner.”

    David Currie

    ‘My job as a financial planner, is to understand the goals and objectives you have in life, then work with you to create a tailored financial plan designed to help deliver them.’ The clients Adam works with tend to be City based, at the peak of their earning potential and busy! They appreciate the focus he brings to their finances and are grateful for having someone to keep them on track. “Most people are referred to me by existing clients, which is testament to the value of working with a financial planner.”

    David Currie

    ‘My job as a financial planner, is to understand the goals and objectives you have in life, then work with you to create a tailored financial plan designed to help deliver them.’ The clients Adam works with tend to be City based, at the peak of their earning potential and busy! They appreciate the focus he brings to their finances and are grateful for having someone to keep them on track. “Most people are referred to me by existing clients, which is testament to the value of working with a financial planner.”

    David Currie

    ‘My job as a financial planner, is to understand the goals and objectives you have in life, then work with you to create a tailored financial plan designed to help deliver them.’ The clients Adam works with tend to be City based, at the peak of their earning potential and busy! They appreciate the focus he brings to their finances and are grateful for having someone to keep them on track. “Most people are referred to me by existing clients, which is testament to the value of working with a financial planner.”

    David Currie

    ‘My job as a financial planner, is to understand the goals and objectives you have in life, then work with you to create a tailored financial plan designed to help deliver them.’ The clients Adam works with tend to be City based, at the peak of their earning potential and busy! They appreciate the focus he brings to their finances and are grateful for having someone to keep them on track. “Most people are referred to me by existing clients, which is testament to the value of working with a financial planner.”

    David Currie

    ‘My job as a financial planner, is to understand the goals and objectives you have in life, then work with you to create a tailored financial plan designed to help deliver them.’ The clients Adam works with tend to be City based, at the peak of their earning potential and busy! They appreciate the focus he brings to their finances and are grateful for having someone to keep them on track. “Most people are referred to me by existing clients, which is testament to the value of working with a financial planner.”

    David Currie

    ‘My job as a financial planner, is to understand the goals and objectives you have in life, then work with you to create a tailored financial plan designed to help deliver them.’ The clients Adam works with tend to be City based, at the peak of their earning potential and busy! They appreciate the focus he brings to their finances and are grateful for having someone to keep them on track. “Most people are referred to me by existing clients, which is testament to the value of working with a financial planner.”

    David Currie

    ‘My job as a financial planner, is to understand the goals and objectives you have in life, then work with you to create a tailored financial plan designed to help deliver them.’ The clients Adam works with tend to be City based, at the peak of their earning potential and busy! They appreciate the focus he brings to their finances and are grateful for having someone to keep them on track. “Most people are referred to me by existing clients, which is testament to the value of working with a financial planner.”

    Tailored financial planning to help make the most of your money

    Whatever your goals, getting the most out of your money is important. Financial planning can make sure your decisions are aligned with your aspirations for the short, medium and long term.

    Whether your needs are simple or complex, having confidence in your finances is crucial. It can help you make the right financial decisions for you and the future you want to achieve. You may be unsure about what your options are or simply want to look at them from another point of view. This is an area that financial planning can help you with.

    We’re here to create a tailored financial plan with you in mind. Depending on your priorities and goals, this could cover:

    Tailored financial planning to help make the most of your money

    Whatever your goals, getting the most out of your money is important. Financial planning can make sure your decisions are aligned with your aspirations for the short, medium and long term.

    Whether your needs are simple or complex, having confidence in your finances is crucial. It can help you make the right financial decisions for you and the future you want to achieve. You may be unsure about what your options are or simply want to look at them from another point of view. This is an area that financial planning can help you with.

    We’re here to create a tailored financial plan with you in mind. Depending on your priorities and goals, this could cover:

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