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Seeing the full picture

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

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.

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.

Examples of Assets, Income and Liabilities


Example 1

Example 2

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