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Patrick Spencer

Managing Director

Patrick Spencer


Specialises in:
Corporate advice, Pensions, Investments and Life Insurance

Corporate advice, Pensions, Investments and Life Insurance
Patrick was educated at Brighton College and The University of Birmingham. He advises on all areas of financial planning, including investments and life assurance and pensions and IHT planning. Patrick looks after both individual and corporate clients. He aims to explain everything in an easy to understand manner, so that clients engage with their financial planning and with the help of financial advice, achieve their objectives in the future.

CII Level 4 Diploma in Financial Planning

Playing golf and looking after his two young daughters

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