“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 3: We put your financial plan into action

Once you approve our strategy and budgets to meet the agreed objectives, we will then help you implement your plan. We will keep you fully informed of anything we are about to do and always give you reasons for or against a certain course of action. At all times, our focus is on helping you reach your financial 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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