Many people we meet have financial arrangements already in place. In an effort to assist with a review they usually bring the file (or envelope) with their documents.
Without being rude this file (envelope) is usually stuffed full of papers/reports/quotations and all sorts of paraphernalia, most of which is pretty useless.
So this poses the question, what documents should I keep and what should I destroy?
Our short video might help.
And, please remember,r this is only our opinion, but it is based on thirty years of digging through piles of papers!
Donal
February 2018
Donal O'Sullivan Mobile Number 087-2617495