Transferring Clear Solutions Clients
I am very pleased to have reached agreement with Tony Wynne to provide ongoing financial planning advice to his clients and we look forward to working with you in the future. Tony will have emailed you detailing the rationale for agreement and what we need to do to ensure a smooth transition.
Tony will cease to be an authorised adviser and will no longer be able to help you to manage your portfolio or give regulated financial planning advice. However, Tony will be joining Colmore Partners as a consultant to help with the transition process.
We will also be emailing you for you to consent to Tony transferring the information to us that will allow us to take you on as a client in the formal sense as well as who we are proposing to be your new Planner. Your new Planner will be either Wendy Fellows or Simon Hoult, Directors of the business with many years experience.
Managing director Colmore Partners