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Jo M.

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Experience: Finance

Member since October 2016

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1 Review by Jo


As busy business owners, finding time to build our wealth for a secure and worry-free retirement has been an ambition of ours since we hit the big Four-O! Fortunately for us we were introduced to the team at Ethica Private Wealth Specialists and from the initial consultation and subsequent visits we have developed a strong trust with the whole team.

With their professional and personalised service the Ethica team are working with us to ensure that our ambition for a safe and secure retirement is met. It is without hesitation that we recommend the Ethica Private Wealth team to you. They offer a whole package for wealth management and creation and we could not be happier with their honest, ethical and professional approach. We only wish we had met them 15 years ago.

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