Welcome To The Family

A short video of our new document Welcome To The Family….

It is really important that the clients we work with are the right clients for us, but also the clients we work with know that were the right financial planner to help them navigate their financial future and this little booklet explains to our prospective clients whether we are the right firm for them.

If you would like a copy click on the link below  or you can email to hello@cervellofp.co.uk and we will be happy to send you one in the post.

http://www.cervellofp.co.uk/wp-content/uploads/2018/11/final-wotf-2.pdf

 

 

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