Case studies – individuals

Case study - Financial planning

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.

Case study - Investing

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