The Good Advice Awards were launched in 2010 to reward the very best advice organisations in the country, at a time when it has never been more important to recognise and promote those that provide excellent financial advice.
We regularly receive fantastic feedback from our clients, which is really appreciated, so we thought it about time to gauge what our peers within the financial services industry thought about our work, and the advice and services we supply.
With much of our work revolving around tax and estate planning we considered this specialist category to be an appropriate one to enter.
As part of our submission we were asked to expand upon how we get to know clients and understand what it is they want to achieve aswell as presenting an example of the innovative solutions we design for our clients. In addition, we offered detailed information on our financial planning service programme.
Towards the end of August we were extremely pleased to learn that the expert panel of judges had shortlisted our entry, and last Friday we attended the annual Investment Life & Pensions Moneyfacts Awards in London, to find out our fate !
At the lunchtime ceremony our awards were first up, so thankfully we didn’t have to wait too long !
We were delighted to hear the sponsor of our award announce that we were Highly Commended within the best tax and estate planner category. The lunch afterwards was even more enjoyable knowing that our peers truly rate what we do for our clients.
The light has now come out from the under the bushel with a real enthusiasm to continue this trend and enter further awards !!