We are delighted to announce that Mercer & Hole Financial Planning has been shortlisted for the 2025 Investment Life & Pensions Moneyfacts Awards, in the ‘Tax and Estate Planner of the Year’ category.
It is fantastic for Mercer & Hole Financial Planning to be a finalist for this highly regarded award, the finalists and winners of which are decided through both feedback from the financial adviser community and technical product monitoring.
We are proud to have been named winners in this category five times over the past seven consecutive years – a period during which we have been shortlisted every single year, including winning in each of the last two.
“We are thrilled to be finalists for the Investment Life and Pensions Moneyfacts Awards as Tax and Estate Planner of the Year. Being shortlisted for such a prestigious award highlights the quality and consistency of the bespoke support that we provide our clients. It is a real honour for the Mercer & Hole Financial Planning team’s commitment and expertise to be recognised in this way, and we look forward to celebrating at the awards ceremony with all the other finalists this September.” – Iain Muffitt, Director of Financial Planning.
Our Financial Planning team is proud to offer a joined-up service, collaborating with our Private Client Tax and Audit and Business Advisory teams to give our clients the best possible advice and support – whether it’s planning for the future or acting as a guide through a life-changing event. It is brilliant that the efforts of the team in providing personalised, quality service to each client has been so consistently recognised by the industry.
We are very much looking forward to attending the awards ceremony in London later this year and we wish the teams in all categories the best of luck!
