A Winning Team for Mercer & Hole Financial Planning

Mercer & Hole’s Financial Planning Team has won the Investment Life & Pensions Moneyfacts Tax and Estate Planner Awards!

The team was shortlisted alongside nine firms including Depledge Strategic Wealth Management and Kingsfleet Wealth, only to go on to win the prestigious award.

“We are absolutely delighted that we have won this award as it demonstrates the value we offer to our clients, in our expert advice in tax and estate planning alongside building strong relationships with them so that we have an in-depth understanding of their needs. The team has worked extremely hard this year and I am extremely proud of each and every individual in the team.” Iain Muffitt, Financial Planning Managing Director, Mercer & Hole

The Moneyfacts Awards are the highlight of the year for the investment, life and pensions market. Each year rigorous product monitoring is carried out throughout the preceding year, and the financial adviser community is also consulted to determine the winners of each category.

The award was presented last night at a gala dinner held at the Royal Lancaster in London. Attendees enjoyed a drinks reception, entertainment and a three-course dinner during which the awards were presented. Overall, it was a fantastic night of entertainment and a chance to socialise with other colleagues in the industry.

For more information on any aspect of financial planning please contact Iain Muffitt or a member of the Financial Planning Team.