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The implementation stage is where everything starts to come together, and it is important that the recommended strategies are put into action in a timely and efficient manner.

Implementing a financial plan generally takes both time and patience as it usually includes corresponding with a number of product and service providers. Depending upon your situation, we may also need to coordinate the services of other professionals, such as accountants or solicitors.

Once you are comfortable with, and have accepted our advice, our professional practice staff will take control of the implementation of your strategies on your behalf.

They will also provide regular ongoing progress updates to ensure that you are kept informed.