Financial services provided by solicitors; investment, actuarial and pension services; trusteeship services; financial aspects of taxation, tax planning and tax assessment services; debt recovery and collection; financial services relating to insolvency; consultancy, advisory and information services relating to all the aforesaid service; financial risk management and financial crime risk advisory services; financial planning services, namely establishing and advising on charitable giving programs; financial portfolio analysis services; estate planning; estate trust management; financial services, namely, estate settlement services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investments; providing information and advice in the field of finance, financial investments, securities and the financial aspects of retirement; financial forecasting, namely, financial portfolio performance simulation and cash flow forecasting; trust management accounts; trust services, namely, investment and trust company services; trustee services