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Mercer & Hole’s Iain Muffitt acknowledged for IHT Planner of the Year at the Money Management Awards

Mercer & Hole is proud to announce that Iain Muffitt has been awarded Runner-up in the IHT Planner of the Year category at the Money Management Awards 2018.

Further to submitting an award entry and being interviewed by a panel of judges, Director of Financial Planning, Iain was acknowledged at a ceremony hosted by the FT at OXO2 in London. The prestigious awards recognise the very best of advice in the Financial Planning industry and seek to award the best performing financial planners.

Speaking of Iain’s performance, Mercer & Hole Deputy Managing Partner, Gill Tallon said “Our aim is to provide clients with joined-up advice and it is most successful when our Financial Planning team and Tax team work closely together. This is particularly true in the case of inheritance tax planning. Iain embraces this approach and is committed to providing his clients with great service and advice. I am delighted that the judges have recognised this.”

Iain’s success at The Money Management Awards comes on the back of Mercer & Hole’s Financial Planning team, M&H Financial Planning, winning Tax & Estate Planner of the Year at the Investment Life & Pensions Moneyfacts Awards 2018 last month.

 

 

Date: 22nd October, 2018
Author: Mercer & Hole Media

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Agh. Second by just one point !! Great evening. Thank you to everyone @willenhospice. We will be back to win next year ! #whbg2018

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