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Services
Lifestyle Planning
Wealth Management
Estate Planning
Pensions
Later Life Planning
Alternative Investments
Commercial Forestry
Gold
People
News
Blog
Bulletins
Market Commentary
Conferences
About us
Our ethos
Sound Money Approach
How we work
What our clients think
Corporate Social Responsibility
Careers
Contact
Our People
Steve Wilson
Managing Partner
David Allan
Chartered Financial Planner
Chris Berry
Client Relationship Manager
Karen Wilson
Client Services
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