Donald is a great believer in the client comes first and is keen to provide a highly personal service. He takes great pride in making complicated financial matters easy to understand and transparent. The industry is full of unnecessary jargon which he tries his best to convert into plain english.
For Investment Planning we make recommendations based upon the Whole of Market. The levels, bases and reliefs of taxation are subject to change. The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.
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