Providing a personal service, through a close and enduring partnership;
striving for security and peace of mind.		 Morton Wilson - Financial Planning

Wealth Mangement

Wealth Management : 45 Day Follow Up Meeting

The 45 Day Follow Up Meeting

This meeting usually takes place within seven weeks of the Mutual Commitment Meeting.

It allows us to help you organise all the relevant paperwork into a special folder provided by us. We will also answer any queries you may have about the process. This is a good opportunity to help you understand exactly what is happening to your money.

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