Two Experts: Investing a Lump Sum

Mike Pate, Partner, Head of Advisers, and Arica Gourlay, Senior Wealth Planner, share how they helped their client invest a lump sum following a business sale, including developing a tax-efficient financial plan and a portfolio of specialist Investment Strategies to help them fund the next phase of their life.

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• #financial_plan
• #portfolio
• #investing