Mrs V Frame, Falkirk

My adviser at Kelvin Financial Planning assisted me with an inheritance I received from a relative. I had an inheritance tax problem of my own and was keen to ensure that this was addressed and that the money I received was managed appropriately. I had previously approached my local bank for assistance, however it was unclear what costs were involved and what the level of ongoing service would be. I am now content with the plan we have put together and am confident that my adviser is working on my behalf.

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