624b financial advice case study (FHSS scheme, investing for kids & an inheritance)

Chris and Elsa* who are starting a family reached out to the Everest Wealth team to discuss how they could best use an inheritance towards their financial goals of buying a home, taking an annual holiday and investing in their child's future. Advisers Alex Luck & Scott Taylor share the process Chris and Elsa took with the team and some of the advice recommendations.

*Names have been changed for anonymity

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