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Carrie Garrett

Carrie Garrett

Financial Adviser

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Vale of Glamorgan

About me

I'm a busy mum working in an IFA practice where every day is different. I enjoy being able to make a tangible difference in my clients financial future through effective use of cash flow forecasting.

My details

I like helping people on:

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Pensions - I’m approaching retirement

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Pensions – I’m getting started

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Pensions – I’m retired

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Pension transfers

My qualifications:

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Diploma in Financial Planning

My charging model:

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Ongoing % fee