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Jim is 40 years old and has been recently divorced from Sarah. Jim is now dating Maria who is 30 years old and the mother

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Jim is 40 years old and has been recently divorced from Sarah. Jim is now dating Maria who is 30 years old and the mother of a 7-year-old daughter. Jim has accumulated savings of GBP 1,500,000 as well as a pension portfolio with a current value of GBP 400,000 which he can access when he reaches the age of 65. Jim has contacted you as he needs some advice on the management of his wealth. Discuss the additional information you need to get from the client during the early meetings as well as the areas that need to be discussed in greater depth. (500 words)

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