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“The advice and service given by Matthew Parker of Circle Wealth Partners with regards to my retirement planning has been exceptional.I immediately felt at ease with his professional approach and insightful knowledge of investments and retirement planning. Matt took the time to deeply understand my personal circumstances in order to give informed advice that I could trust was in my best interests. He is passionate about generating the best outcomes possible for his clients.I feel completely assured that my retirement plans are in safe hands and would not hesitate in recommending Matthew to anyone who requires the services of a Personal Wealth Advisor.””
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“As a family we have worked with Delaunay Wealth Management for a number of years and have always been impressed by the professionalism and advice and guidance they have given. Their communications are clear and concise and they have always acted in our interests.”