Financial Planner – Graham Moore
Graham Moore, Director and Chartered Financial Planner, tells us about a client who introduced his son and daughter to Lucas Fettes Financial Planning and how he has guided this family through their various financial journeys.
Financial Planner – Nathan Munt
Nathan Munt, Chartered Financial Planner, details how he helped a client navigate the complexities of investing. The client had never invested before and needed professional financial advice.
Financial Planner – Sarah Maguire
Sarah Maguire, Business Development Director and Chartered Financial Planner, tells us about a client who sought our services to mitigate her tax burden. Left unchecked, this burden could have increased the time and risk it took to accomplish her financial objectives.