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Adapting to change

Simon Moore
Simon and Simon, two of our advisers discuss the impact recent relaxations of lockdown rules may have on client meetings, as well as the future of face to face advice.

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Simon, with a career in financial advice at leading global institutions, joined Wingate in 2018. He specialises in investment advice and retirement planning, covering pensions, investments, protection, and Inheritance Tax Planning. Simon is a member of the Personal Finance Society and the Chartered Insurance Institute.

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