Winners of Tax and Estate Planner of the Year 2019 – for the second time!

We are delighted to have won Tax and Estate Planner of the Year at the Investment Life & Pensions Moneyfacts Awards 2019, which were held at The London Hilton last night.

This is the second year in a row we have won this award and this acknowledges the expertise of our Financial Planning team and their commitment to providing our clients with the highest levels of service.  It is also testament to the joined up approach we have to financial planning and tax; with a huge crossover between the two services, our clients benefit from comprehensive, professional advice where both financial planning and tax work together.

Deputy Managing Partner, Gill Tallon said of the win “To win this award two years in a row is a fantastic achievement. Our joined up approach between our financial planning and tax teams is something that differentiates us and benefits our clients. I am delighted for our team who all work hard to offer our clients professional advice and a level of service, which is recognised as being exceptional. I am proud of each and every one of them.”