Sample Profile

Zoological Society London

Hand-Off / Referrals

Proposition Hand off company
Vets Vets R Us

System Providers Communications

Back office
Wrap provider
PC Operating System Windows 2008
Rating Saerch Engines
Stochastic Modeller
Risk Assessment
Pension Transfers

Service Provisions / Providers

PI Cover Cigna
Accountants PWC
Human Resources In house
Recruitment In house

An altruistic group of financial planning and wealth management company owners and business influencers who exchange ideas, knowledge and experience in the pursuit of professional excellence and better client outcomes.