Have you thought about how you’ll make use of allowances and tax breaks in 2021/22? If you haven’t, you’re not alone, but…
A great help
Please thank Sue for all her help. It is always a pleasure to speak to her. She sounds like a lovely young lady.
Giving her peace of mind that her funds were safe
I want to thank you for everything you did for Muriel – I know that she thought of you as a friend as well as her advisor and I know that you were very helpful to her as well as giving her peace of mind that her funds were safe.
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you…