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FINANCIAL SERVICES ROUND TABLE
23 March @ 10:30 am - 12:00 pm
How can working with Financial Planners benefit you and your business?
We can help boost your income, ensure client retention and be on hand to ensure your clients get the most up to date and ongoing advice in regards to their financial needs and goals and also how we can refer clients to each other to help all of our businesses to grow and develop.
This is targeted particularly at any company in the legal, financial services including accountants and estate/lettings sector.