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Case Study

In 2013 I met with Pete, Simon and Martin, they had recently formed a partnership and purchased shares in a professional practice. As a partnership they had taken out a significant bank loan to finance the purchase, for which they all had joint and several liability....

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“Williams Financial Planning is a well trusted local firm of Independent Financial Advisers who have always given excellent financial advice to me and to many of my clients: I have always felt confident in recommending them.”

David Parry

 
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