Client Resources

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The following are useful documents for new clients to Bay Tree Financial Planning:

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The following are useful documents for existing clients of Bay Tree Financial Planning:

Testimonial

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I’ve always been wary of financial advisors until I met Jen. She explained everything in so much detail that I could clearly understand the plans she set in place while giving us a very competitive price. I will be working with her again in the future for our financial needs and fully recommend her to anyone.

Vicki Grey

Blumango Creative

Northleach

DON’T LET MY ADVICE GO TO WASTE

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Once you’ve had my financial advice, it’s important for us to revisit it at least once a year. The annual review will help us assess the performance and relevance of any financial products that are in place.

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