Quote request from a business in LN11
- Created on
- Thu 07 November 2013 4:07pm
- Region
- LN11
- Type
- Business
Business details
- Number of employees
- 1
- State of records
- In a file or box
- Business age
- Less than a year
- Current turnover
- None yet
- Type of business
- Sole trader
I work as a Whole of Market IFA and looking to form a partnership with an accountant in the hope to pass reciprocal business to each other. I have clients which need help in the Louth area. My main area of expertise is investments and estate planning, although I do advise on mortgages and life insurances be it personal or business and Pensions again be it personal or business, Auto enrollment stakeholder plans etc pre and post retirement planning . I look forward to a successful working partnership.
Kind Regards
Neil Grey
Grey Oak Financial Services
Kind Regards
Neil Grey
Grey Oak Financial Services
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