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Real Life Case Study: Richard Watkins CFPCM of Close Brothers

Richard Watkins CFPCM explores the risks for a successful business owner concerned that if the business turns sour he has little to fall back on. Is he exposing his family to too much risk?


Real Life Case Study: Parminder Bains CFPCM Principal of PSB Wealth LLP

Parminder Bains CFPCM explains how he opened the eyes of a fund manager who was unused to being challenged over her investing decisions. He aimed to help her achieve her ambitions to travel widely and also to make her dream of helping an elephant sanctuary become a reality.


Real Life Case Study: Kusal Ariyawansa of Appleton Gerrard

Kusal Ariyawansa CFPCM helps a young couple, who had reached a crossroads in their lives, to sort out their finances and consider some inter-generational wealth planning.

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