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The Truestone Executive Counselling Service is tailored specifically for Competex clients.
After an initial strategic review the service will pull together all strands of your financial affairs into a co-ordinated plan, which is specifically designed to deliver personal financial goals. It will encompass pension planning, investment management, planning to maximise tax efficient investment, financial protection for loved ones and solutions to minimise the impact of inheritance tax.
In an industry that tends to regularly confuse clients through the creation of opaque financial jargon you will find the Truestone approach to financial management refreshing in its simplicity and clarity.
Find out more by calling John Breen on:
0845 362 8425
or email john.breen@truestone.co.uk |
