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Services for accountants and solicitors

You may be an accountant with a client seeking advice about retirement planning, investing the proceeds of the business they have sold or shareholder/key person protection.

As a solicitor, you may have a client who is looking for advice about reducing inheritance tax liability or needs guidance regarding their pension sharing order.
Likewise you may be acting on behalf of a clients trust and are seeking investment advice in accordance with the Trustee Act 2000.

Whatever the requirement, Glamorgan Financial has the experience and expertise to assist you and your clients.

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Services for accountants and solicitors