Helping clients achieve and maintain their desired lifestyle
Independent Financial Planners & Investment Advisers - established in 1975
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Helping clients achieve and maintain their desired lifestyle
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Prestwood Etheridge & Russell Ltd Independent Financial Planners & Investment Advisers - established in 1975 |
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| Telephone: 01384 872137 Authorised and regulated by the Financial Conduct Authority |
               
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Managing Change: We will help you manage the changes you judge to be necessary and once a plan of action has been agreed we will help you to implement it and to keep it up to date in line with changing circumstances. At every meeting with your Financial Planner a date will be agreed for your next planning meeting, thereby maximising the likelihood of ‘staying on track’ to achieve your objectives. The process is logical and effective. |
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