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Once you've had a good look at the plan, we meet again to agree and sign-off our recommendations. After that, you're a BRWM client!

We'll ensure that you are completely happy with our recommendations and fully understand them and the implications for your future investments. It's a big step to take - and we’ll give you all the time you need to ensure you’re comfortable with the plan before signing on the dotted line.

Once we've agreed to work together, you can rest assured of our complete commitment to managing your financial affairs in an honest, transparent and ethical manner.