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Financial Professionals

               

 

 

 

 

In numerous financial services projects we seek the opinion of accountants, solicitors, Independent Financial Advisers and personal financial planning managers.

 

We have also examined how personal financial planning managers secure and conduct financial reviews.

 

In mystery shopping exercises we have experienced and evaluated full financial reviews and the investments advice process.

 

In the corporate market we have gained interviews with corporate financiers, stockbrokers, foreign exchange specialists and venture capitalists.