We are thrilled to announce that Mercer & Hole Financial Planning has been shortlisted for the 2026 Investment Life & Pensions Moneyfacts Awards, in the ‘Tax and Estate Planner of the Year’ category.
It is a great achievement for any team to be named as a finalist for this prestigious award, the finalists and winners of which are decided through a combination of both technical product monitoring, and feedback from the financial adviser community.
We are proud that Mercer & Hole Financial Planning has been named winners in this category six times over the past eight consecutive years – a period during which we have been shortlisted every single year, including winning in each of the last three.
“This recognition is a testament to our unwavering focus on our clients – understanding their individual needs and delivering thoughtful, high-quality advice that helps them plan confidently for the future. It also reflects the dedication and expertise of our team, who go above and beyond every day to support those we work with. We look forward to celebrating alongside fellow finalists at the awards ceremony this October.” – 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 look forward to attending the awards ceremony in London later this year and we would like to wish all the teams in the various categories the best of luck!
