Financial Planners in Dundee, Scotland

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“As I look towards retirement in a few years Paul was recommended by a close friend to help with some questions on my short term savings strategy whilst still in employment. I found Paul friendly, patient and extremely knowledgeable, his insight was helpful both in terms of immediate changes to consider and also helping me better understand the process once I'm looking to access my pensions. Based on my initial experience I'm confident that when I'm looking for the ongoing advice on managing my retirement income Paul will be the first person I look to contact.”

4.8Superb16 Reviews

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