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M&H Financial Planning listed in thewealthnet’s 2017 Top Financial Planning Companies

Mercer & Hole Chartered Accountants are delighted to announce that their financial planning arm, M&H Financial Planning features in the wealthnet’s 2017 Top Financial Planning Companies.

Thewealthnet provides essential wealth management information and is published PAM Insight, who used their market knowledge and research over the past year to identify the 20 companies who made the top companies list.

Thewealthnet state: “M&H Financial Planning is an integral part of chartered accountancy firm Mercer & Hole. Working under the larger firm and building on its tax expertise, the financial planning arm is well-placed to offer a “truly ‘joined up’ service” and specialise in the “bigger picture”. This allows M&H to provide a fully integrated tax and financial planning service, providing bespoke solutions for clients with more complex requirements.”

M&H Financial Planning welcomed the announcement and celebrated at a reception hosted by thewealthnet in London.

It has been a successful end to the year for M& H Financial Planning, who were Highly Commended for Trust & Estate Planner of the Year in the Investment Life & Pensions Moneyfacts Awards. Michael Lapham was also named as the runner-up for At Retirement Planner of the Year at the Money Management Awards.



Date: 28th November, 2017
Author: Mercer & Hole Media


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