We are delighted to announce that we have once again been shortlisted for Best Individual Pension Advice Firm of the Year (South East and Anglia region) at the Retirement Planner Awards 2018. Having been highly commended in this category last year, we are thrilled that our levels of service in helping our clients plan for their retirement has been recognised once more.
Our entry included details of initiatives taken to improve our planning services, implementation of new technologies as well as how we empower and communicate with our clients to help them make better financial decisions for their future.
The results will be announced on Friday 15th June 2018 at The Waldorf Hilton Hotel in London.
Further details on the awards can be found here.
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