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About Duncan Lawrie
We offer a range of flexible, integrated financial services that combine and complement each other to create a real alternative to everyday high street banking, financial planning and investment management. This allows us to view your finances as a single entity, creating plans and arrangements that will sustain and enhance your wealth over the long term.
The first task for your dedicated Relationship Manager will be to establish the kind of client/adviser relationship you want. They will get to know your individual needs and preferences, to ensure we provide bespoke financial advice that works for you as an individual, supported by the level and type of service you need.
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