Services
Wealth Plan & Investment Review
- Item Number
- 120
- Estimated Value
- 3000 USD
- Opening Bid
- 1000 USD
Item Description
An initial 60-90 minute consultation to review the bidder's current financial situation and objectives. We analyse the investments and cash flows in light of the stated goals. We then prepare a wealth plan and a US-UK compliant investment proposition. Finally, we schedule a follow-up 60-90 minute session to discuss our findings and how they can be implemented.
Tanager Wealth Management LLP
Bridewell Place, 9 Bridewell Place London EC4V 6AW UK
Item Special Note
Available to bidders residing in the United Kingdom.
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