A financial planner and I have created the attached spreadsheet which may help some of your clients identify what is essential and what is not during these difficult times and how much they could save.
It is important to understand that investing money in stocks, shares and bonds can mean that the
We created this CPD log for a client and thought rather than charging them to build it,
Further to my youtube video about making Zoom more secure, I have made the attached document which
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