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Client based investment management planning powerpoint slide designs

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Presenting client based investment management planning powerpoint slide designs. This is a client based investment management planning powerpoint slide designs. This is a ten stage process. The stages in this process are income and expenditure, current savings and assets, long term care needs, protection planning, charges and flexibility, post retirement planning, pre retirement planning, investment management.

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  1. 100%

    by Clayton Sanders

    Use of icon with content is very relateable, informative and appealing.
  2. 80%

    by Oscar Davis

    Great quality slides in rapid time.

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