As we start to work for clients, we prepare an Assets, Income, and Liabilities Summary.

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This is a very clear but comprehensive summary of a client's financial position often giving them, for the first time, a full picture of their financial situation and to conveniently review it with us.

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It helps clients to plan ahead and see how improvements can be made and how pitfalls may be avoided. This is a valuable document which we keep regularly updated as part of our ongoing service.

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Examples of Assets, Income and Liabilities

 

Example 1

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Example 2