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Mercer & Hole’s Financial Planning team win Moneyfacts Tax & Estate Planner of the Year 2018

Mercer & Hole is delighted to announce that its Financial Planning team, M&H Financial Planning, has won the Investment Life & Pensions Moneyfacts Awards 2018 Tax & Estate Planner of the Year.

Winning the award is testament to the joined-up approach which Mercer & Hole have to financial planning and tax. With a huge crossover between the two services, the firm’s clients benefit from comprehensive, professional advice where both financial planning and tax are working together.

Mercer & Hole’s Financial Planning team have enjoyed success in the Investment Life & Pensions Moneyfacts Awards in previous years; last year they were Highly Commended in the Tax & Estate Planner of the Year category and in 2016, they were a finalist for Retirement Adviser of the Year. This year’s progression to the trophy demonstrates the commitment to service and the ambition which exists within the team.

Speaking of the win, Mercer & Hole Deputy Managing Partner, Gill Tallon said “It has been a great week for celebrations. Tonight we have won Tax and Estate Planner of the Year and, only yesterday, we found out we had climbed a further two places in the AccountancyAge Top 50+50 rankings. Overall, it has been a year where there has been a great deal of progression and growth within the firm but excellent client service remains at the forefront of everything we do. We are delighted that the judges have recognised this.”

For more information on the awards, please click here.

 

 

Date: 21st September, 2018
Author: Mercer & Hole Media

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