Mark Dodd
@markgdoddcfp
Chartered Financial Planner | STEP Affiliate | Succession Planning | Pensions & Divorce | B Corp Accredited
ID: 259887025
http://www.holden-partners.co.uk 02-03-2011 20:08:46
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Phil Bray
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Plannr CRM
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Your CRM made beautifully simple. We're building what advisers want from a modern back office solution.
Fabric
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Risk aware portfolio design to safeguard your client's future. Customized to meet each client's personal goals. Powered by MSCI's industry-leading technology.
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Financial Reporter Events
@eventsfinancial
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CreweFoundation
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Creating donor-advised funds to financially sustain and empower charitable organizations and charitable efforts.
x.bagui
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آللهم صل وسلم على نبينا محمد وعلى آله وصحبه أجمعين وسلم تسليما كثيرا
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AdvisoryAI
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AEC Pathfinders
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NextGen Planners
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BespokeTrainingSolutions
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