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M&H Financial Planning are Highly Commended for Tax and Estate Planner of the Year

Mercer & Hole are delighted to announce their financial planning arm, M&H Financial Planning, has been Highly Commended for Tax and Estate Planner of the Year at the Investment Life & Pensions Moneyfacts Awards 2017.

The awards were held on 21 September at the Royal Lancaster Hotel in London and were attended by the firm’s financial planning team.

Private Client Partner, Gill Tallon, who heads up Financial Planning at the firm, said “We are extremely happy to have been recognised for tax and estate planning in these prestigious awards. We were up amongst some tough competition which makes this acknowledgment of the quality of our service even more rewarding. Iain Muffitt and Michael Lapham deserve a special mention for the high levels of advice they provide, however, this is a great achievement for the whole team.”

Prior to this year’s success in the Investment Life & Pensions Moneyfacts Awards, M&H Financial Planning were Commended for Retirement Adviser of the Year in 2016.




Date: 25th September, 2017
Author: Mercer & Hole Media


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