Investment Life & Pensions Moneyfacts Awards Finalists

Investment Life and Pensions Moneyfacts has announced the finalists for its eagerly anticipated 2023 awards and, we are delighted to have been shortlisted for the sixth consecutive year.

Whilst our priority is always the high standard of service and care we give to our clients, it’s nice to have our hard work recognised in this way. So, we’re very pleased to have once again reached the finals in the Tax and Estate Planner of the Year category, in what is a real highlight of the year for the investment, life and pensions market.

The winners will be revealed at an awards ceremony on Wednesday 20 September 2023 at the Royal Lancaster London.

Get in touch

Take the first step towards the future you want. Simply contact us to find out more about how we can help.