We are delighted to once again have been nominated for two industry gold standard awards.
We have been nominated for Moneyfacts Awards 2022 Retirement Adviser of the Year, being held on the 15th September 2022 at the Hilton Park Lane. Our entry was submitted around spring time and Moneyfacts also consult their provider contacts for their thoughts on who should be considered. We were asked to complete a questionnaire providing details of our organisation, our level of expertise and how we deliver our advice proposition, together with supporting this with evidence of our ability to deliver award-winning service. We were then invited to invite testimonials, and an internal judging panel will assess these to decide upon the final positions.
Also for the third year running we are shortlisted for Money Marketing Awards 2022 Best Retirement Advice Firm, held on 29th September in Houndsditch, London. The Money Marketing Awards adviser categories seek to recognise regulated advice firms for both the quality of their advice and the strength of their business, covering independent, restricted and specialist advisers. The judges are simply looking for the best, most professional financial planners and planning firms.
To be shortlisted, is a great achievement and a real credit to the team.
Fingers crossed for the results.
