We are thrilled to announce that we have been shortlisted for Tax and Estate Planner of the Year in the Investment Life & Pensions Moneyfacts Awards 2019.
As the winners of this category last year, we are delighted that the judges have once again recognised the excellent service and advice our Financial Planning team offer our clients.
We are now looking to those who have enjoyed working with us to support us in the awards process by submitting a testimonial via the awards organiser’s online page, which you can find here. All feedback provided will be taken into consideration as part of the judging process.
The awards ceremony will take place on Thursday 19 September 2019 at the London Hilton on Park Lane. For more information about the Investment Life & Pensions Moneyfacts Awards 2019, please click here.