“I write on behalf of both of us to thank you for your service as our
financial adviser in recent years. Thanks to you we feel wholly secure.”

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Step 1: We learn about you

We need to understand your current situation, account for all your assets, pension plans, life assurance,
endowments and investments.We also need to know about your concerns and goals.

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Winsec Financial Services is a trading name of Blackstone Moregate Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England. Registered No: 03631973

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