The Family Legacy Solution – An Introduction

Ian King, Thursday May 8, 2014

In a new series of posts we are opening the floor here at The Family Legacy Solution to members of the team to write about how we work with our clients and what prospective clients can expect from us.

So here, Gina Currie starts us off with an introduction:

Financial journey

It can be difficult to know where to start when you decide to begin or even change your financial planning journey. There are many questions that you may have and expectations that you want from a financial planner.

We would like to start looking at some of these issues by introducing who we are as a company and what we can do for you.

Who we are

We are a small dynamic team consisting of one financial planner with many years experience, one paraplanner and two administrators. We believe that by working closely together, we can achieve more for you and your family. We have fresh and innovation ideas and look forward to meeting and working with each individual member of your family.

Why we are different

There are many financial planning firms around, but our unique quality is that we recognise each client as an individual and we strive to build long-term relationships which each member of your family and to provide you with an impeccable service, tailored to suit your needs. We care about each individual client and want to get to know each family member. Once we have established that we are compatible to work together, we will provide commitment and dedication to how we can arrange the best possible outcome for your future. We are here for the long-term want to build lasting relationships with every client.

We would love to hear from you so if you require any more information please leave your comments below or email us at info@thefamilylegacysolution.co.uk

 

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