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24.09.2025

“David has been very helpful in developing a strategy for us, with wills and trusts being the main component as well as investment ideas and life insurances. He has always been very patient and has taken the time to explain all the intricacies of these financial vehicles.

You can imagine the quantity of documents that we had to handle over the period. Tireless Kirsty was the one who handled them… She made a very complex process much simpler for us.”