The Mercer & Hole Financial Planning team have been shortlisted for two awards at this year’s Investment Life & Pensions Moneyfacts Awards. The first award is for Tax & Estate Planner of the Year and the second for Retirement Adviser of the Year.
The financial planning team are proud of their track record with awards to date, having won Tax & Estate Planner of the Year for the last two years in a row!
When will the winner be announced?
The winner will be announced at the Investment Life & Pensions Moneyfacts Awards on Thursday 17 September.