Testimonial – SG Holding and Partners Ltd

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By CleverAdviser in Testimonials on Feb 23, 2010

“I have been using Clever Adviser for just over a year, so in some respects it is still early days, but it has greatly improved my offering to clients, concentrating my time on my relationships with them and freeing me up from the grind of copious fund research. At the same time, clients’ outcomes have been enhanced.”

Ralph Patterson, IFA – SG Holding – 25th May 2011

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