William

Write a financial plan in the form of a client report (2500 words) for the Williams family. Provide a specific advice regarding the 2014/15 pension reforms.

Financial Advise with case study The Williams Family Background William and Jennifer Williams live in the North East of England. They own a property valued around £450,000 and this is owned as a beneficial joint tenancy. They have been married for 22 years and have had no children together. William has one 29-year-old daughter, Helen, […]

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