You might remember that Clerical Medical became part of Scottish Widows and after the usual PR saying that this is good for both companies and that both will learn from one another, the reality that we were all expecting (takeover) is shortly due to occur. From 22 November the Clerical Medical brand will cease.

We are a boutique firm of financial planners. We create financial plans designed to achieve a desired lifestyle. We will craft and implement your plan that will provide you with the greatest chance of accomplishing your unique goals based upon the values that you hold. Financial products are little more than the tools to achieve your required results
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