Could your business run without you for two weeks? 5 signs it depends on you too much
Owning and running a business often means being closely involved in almost every part of ...
James supports Ross, helping to keep client cases moving smoothly. His role includes preparing documents, gathering information, organising meetings, updating client records, processing applications and withdrawals, and following up with providers, helping advisers focus on planning while clients remain supported throughout the process.
James enjoys playing golf, walking his dog, cooking for his family, and catching up with friends over a pint. He also likes Plymouth Argyle, horse racing, music, a fresh haircut, new aftershave, and spending time by the coast.
of clients believe that working with us has, or will, help them achieve their financial goals
of clients would recommend us to their friends, family, or colleagues
of clients were very satisfied that we understood their needs, goals, aspirations, and objectives