by Marc Hoyland | Oct 29, 2017 | Musings from Clarity
(Please note; the case study used is fictional and for illustrative purposes only). Earlier this month I went to see a client called Helen, to have a catch up and carry out our annual ‘Forward Planning’ meeting. Helen works in the centre of Leeds but she lives in a...
by Marc Hoyland | Oct 21, 2017 | Introducing Clarity Lifestyle Financial Planning
Back in the day, you may have popped down to your local Bank at some point to pay in a cheque or cancel a direct debit only to find yourself being frog-marched into an office, and sat there, waiting for you, was a ‘Financial Adviser’, – the air was fractious, you felt...
Recent Comments