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Lumen Financial Planning: fulfilling your goals

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 Choosing Your Advisor
Choosing Your Advisor

It is vital that you work with a financial planner that you trust, that you like and that you can be honest and open with. This should be a long term relationship and you should choose wisely.

The Institute of Financial Planning have produced a guide to choosing a financial planner and the questions you should ask them. Please click on the link below to see the article which will open in a new window as a PDF file;

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