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M&H Financial Planning shortlisted in the Moneyfacts Awards 2018

The Mercer & Hole Financial Planning division (M&H Financial Planning) are delighted to have been nominated in the prestigious Investment Life and Pensions Moneyfacts Awards 2018, shortlisted in the Tax and Estate Planner of the Year category.

The awards selection process is rigorous, looking at a firm’s expertise, quality of advice and the ability to provide award winning service, Mercer and Hole were found to have excelled in delivering consistent advice, service and innovation.

Recognition in the Tax and Estate Planner of the Year category reflects Mercer & Hole’s unified approach to tax and financial planning, providing our clients with comprehensive advice.   

The awards dinner held on the 19 September at the Hilton, Park Lane and hosted by comedian Josh Widdecombe, promises to be an entertaining evening.

To learn more about our Financial Planning and tax advisory services please visit



Date: 3rd July, 2018
Author: Mercer & Hole Media


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