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Last year, we shared the news that from 1st September 2024, Woodgate Financial Planning Ltd officially became part of our parent company Chesterton House Financial Planning Ltd and now operates as a trading style under the Chesterton House name.
As part of this change, we’re required to update our Terms of Business to reflect the changed ownership. All other details within our terms remain the same.
If you’ve had your Progress Meeting since September, you may already have received and signed the updated version. If that’s the case, there’s nothing further you need to do.
However, if our records show the updated Terms haven’t been signed, we’ll shortly send you a DocuSign email so you can review and sign them. Please keep an eye out for this (and check your junk folder just in case) and ensure it’s signed by Friday 16th May.
If you have any questions, please don’t hesitate to get in touch. Otherwise, I look forward to seeing you at your next meeting.
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