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Plexus Wealth Management

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Plexus Wealth Management

Overview:

One of the most important cornerstones of a happy and fulfilled life is financial independence. This requires sound, in-depth planning both before and after retirement, and the plan needs to be reviewed on an ongoing basis and adapted as your personal needs, objectives, the external regulatory and economic financial landscape, change.

Your financial plan should embrace a holistic approach, with all aspects such as retirement, risk, estate planning, tax planning, medical, etc. all being incorporated in the overall plan. On top of this, you need to make sure that your assets are managed in a highly professional way on an ongoing basis.

Only by ensuring that all these highly specialised disciplines are in place can you be sure to stay on the right road to reach your chosen financial destination.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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