katielockyer

Comments

• Agreed. We don't charge any ongoing as there's no value to add. We just provide an updated valuation at review time.

  in VCTs - Ongoing Advice Fees? Comment by katielockyer April 11
• We did a smaller cont. for someone over 75 recently. Aegon ARC - their existing provider - were happy to accept

  in Pension Contribution Over 75's Comment by katielockyer April 11
• Ooh, please could I be added to future mailings? Thanks.

  in Are you a team leader or manager? Comment by katielockyer April 2023