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Mercer & Hole’s Financial Planning team are commended for Retirement Adviser of the Year

We are pleased to announce that Mercer & Hole Chartered Accountants Financial Planning team (M&H Financial Planning) are commended for Retirement Adviser of the Year at The Investment Life & Pensions Moneyfacts Awards 2016.

Speaking on winning the award, Iain Muffitt, Director of Financial Planning said “ I am so proud of our team and all their hard work. The award showcases the teams expertise and  how we have a ‘joined-up’ approach to tax and financial planning advice. This is the second accolade for the team who are also Top 25 in Financial Planning.”

The night was hosted by Claudia Winkleman at The Lancaster London Hotel and was enjoyed by all that attended. To find out more about Moneyfacts Group visit



Date: 23rd September, 2016
Author: Mercer & Hole Media


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Courtney Halifax features in Lexis Nexis re: changes to Principal Private Residence relief and lettings bill……

Well done to our tax team!…



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