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Highly commended at the prestigious Moneyfacts Tax and Estate Planner awards

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Mercer & Hole’s Financial Planning Team have been recognised with a ‘highly commended’ at the Moneyfacts Tax and Estate Planner awards 2021.

The winners and runners up are decided by a combination of industry voting and analysis of product features from the data analysts at Moneyfacts Group. The plc is a fully independent organisation which provides impartial analysis of financial products for consumers.

Commitment to building strong relationships

Financial planning is relationship-driven with (primarily) face-to-face meetings between advisers and clients. After such a turbulent 18 months throughout the pandemic, this recognition feels particularly special as it is a testament to how we have been supporting clients despite not being able to meet in the usual way. At Mercer & Hole, we pride ourselves in the way we really get to know our clients, to understand their goals and what drives them to provide them with the best support and advice we can.

Gill Tallon, Deputy Managing Partner said, “Although it is not a win like the preceding three years, I feel incredibly proud that we have been recognised in the company of much larger firms, for our continued commitment to our clients throughout perhaps the most unsettling 18 months of our lives, collectively. The team has demonstrated dedication to forging and building client relationships, despite not being able to meet in person for such a long duration and I feel this is at the core of what we do here at Mercer & Hole.”

The full list of winners and runners up can be viewed on the Moneyfacts Group website here.

achievements of the firm

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