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  • ...this business is about understanding people - one of the best at that vital difference...
    Geoff Towers Chief Executive Officer @ Pershing Previously MD UK & International @ Legal & General; CEO @ Standard Life Savings
  • ...a high level of service that I'd not experienced before; attention to detail; first class and highly professional...
    Matthew Hawkins Director [HNW & UHNW] @ Smith & Williamson Previously Financial Planning Director @ Rathbones
  • ...ensuring realistic ambitions are set and met - thoroughly professional - very engaging and entertaining...
    Gerard Lane Chief Investment Officer @ Artorius Wealth (Global Multi-Family Office) Previously Head of Research @ PwC Private Client Wealth Management