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M&H Financial Planning shortlisted for Tax & Estate Planner of the Year

Mercer & Hole Chartered Accountants are delighted to announce that M&H Financial Planning have been shortlisted as a finalist in the Tax & Estate Planner of the Year category in the Investment Life & Pensions Moneyfacts Awards 2017.

The category for Tax and Estate Planner of the Year rewards the company who demonstrates an exceptionally high level of achievement within in tax and estate planning, whilst executing problem solving in a timely manner. To see who has been shortlisted for this category alongside M&H Financial Planning please click here.

The awards entry was led by Director of Financial Planning, Iain Muffitt, who provided information on the firm’s processes and anonymous cases. A second stage is now in place for clients and colleagues to support the entry with their testimonials.

Iain is Chartered and Certified Financial Planner and a Fellow of the Personal Finance Society, with over 20 years’ experience of financial planning. He works closely with the Private Client Team at Mercer & Hole to provide clients with a ‘joined-up’ approach to tax and financial planning advice.

The Investment Life & Pensions Moneyfacts Awards 2017 will be held on Thursday 21 September at the Royal Lancaster Hotel in London. 



Date: 27th June, 2017
Author: Mercer & Hole Media


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