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Karen Purnell

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Review of the True Potential Wealth Management, Investments:

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Customer come first

I have had the great fortune to speak to Adam McCarthy and for him to support me through a pension transfer and then to support my husband going forward with his pensions and our personal financial situation, when there has been a lot of change to our personal circumstances - change that has been very daunting for us both and he has supported with a clear and concise vision towards the future The whole experenience was very smooth and professional and I am confident going forward for the ongoing help and support we will be provided with by Adam in the future Thank you Reviewed on: 9th January 2018

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