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- Implementing and putting in place the first phase of your strategy is important, but more critically we place a significant emphasis on the need for regular dialogue with all of our clients.
- We will seek to meet with you at least twice a year although this will be varied according to the needs and complexities of your affairs. We advocate that you remain in contact with us and discuss with us where relevant any major financial decisions which you might be contemplating.
- We will keep in contact with you specifically where matters such as legislation, or Tax law change and could potentially affect you or your wider family.
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