Top 25 Financial Planning Companies ranking for M&H Financial Planning
Mercer & Hole are delighted to announce that their financial planning arm, M&H Financial Planning have been ranked as one of thewealthnet’s 2015 Top 25 Financial Planning Companies.
thewealthnet survey approximately 100 private financial planning companies to determine the Top 25 Private Client Financial Planning Companies. The results are based on data, which include factors such as the number of fee earners, client satisfaction scores, client adviser ratios and total fee income.
The announcement has been welcomed by M&H Financial Planning, who are an integral part of Mercer & Hole. With there being a huge amount of crossover with tax and financial planning advice, clients of the firm benefit from a truly ‘joined-up’ service where both tax and financial planning work together.
In 2014, M&H Financial Planning were awarded the status of corporate ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII), recognising the firm as offering full financial planning advice for individuals at the highest level of quality and integrity.
Date: 14th October, 2015
Articles from this Author
27th March, 2019
End of year checklist for 2018/19 tax year
14th March, 2019
Mercer & Hole Partner, Chris Laughton offers expert opinion in court case: Brewer v Iqbal
19th October, 2018
Tales of the unexpected : UK tax where you didn’t think you would find it….
12th October, 2018
Mercer & Hole partners attend INSOL Europe Annual Congress 2018
Contact Our Partners
Choose from the drop down menu below to select a Partner to contact.
Thinking of outsourcing your business? Want to know the key benefits on why you should outsource the financial func… twitter.com/i/web/status/1…
For the latest Mercer & Hole news, visit our LinkedIn page mercer-&-hole