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Our Investment Support Services are certified by CEFEX

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INSURE

Reduce your administration time by using an integrated customised risk management solution ensuring your client needs are effectively and efficiently met. Finzo systems are ready made and designed for you, your CRM integrates quoting software into a structured statement of advice automatically saved to a client file so can be accessed at any time. There are also templated insurance policy schedules giving a client a quick overview of their risk management solution with you.