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Life Snapshot

Your Annual Planning Meeting (APM) is a chance to review the finances that underpin your lifestyle and future goals.

As such it is importan to occasinoally review your satisfaction with your finmancial situation, and to amend your financial forecast in light of any changes to your aspirations. 
Getting this 'Life Snapshot' prior to the APM means the time we spend together is relevant to you, your family and your situation.


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