Jim Paul & Associates Ltd
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An online service that allows us to manage your entire portfolio of investments from one single web page. For more information please contact Mark Dancer.
Our aim is to help our clients achieve their financial goals by guiding them through our structured financial planning process. During each of the 6 stages (see fig 1 above) our financial adviser will work closely with you to ensure that you clearly understand the purpose of each activity.
We take great care to deliver this personal service by using the latest financial planning techniques and technology, designed to keep our clients informed throughout the process.
What will we deliver to you?