Software for IFA's by IFA's developed by Hurst Financial Consultancy Ltd

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EXAMPLE CLIENT - Amend Goals

Life Cover
Income Protection
Critical Illness Protection
Medical Expenses Cover
Buying A House
Home Improvements
Repaying Mortgage
Raising Money
Income in Retirement
Savings
School Fees Planning
Good Return On Savings
Increase Income
Investing Lump Sum
Reduce Tax Bill
Inheritance Tax Planning
Investment Period
Risk Level	7

Additional Client Comments

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AMEND GOALS

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