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Email us: info@heritageinvestments.co.uk

Discussing our initial recommendations

Your adviser will meet with you again to explain our initial recommendation and why we believe our advice is suitable for you and in your best interests. This will give you the opportunity to ask any questions about our proposals and for us to clarify our recommended strategy.

At this stage, we will let you know the initial and ongoing charges and services that apply to you. You then decide if you would like us to formalise our advice and implement the recommendations.

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