Retirement Adviser of the Year – Finalist

Retirement Adviser of the Year - FinalistWe are pleased to announce that Informed Choice has been named a finalist for the 2016 Investment Life & Pensions Moneyfacts Awards for Retirement Adviser of the Year.

Entries for these prestigious awards were invited from the adviser community earlier this year.

Advisers were asked to complete a questionnaire providing details of their organisation, their level of expertise and how they deliver their advice proposition.

We were also asked to support our entry with client testimonials and evidence of our ability to deliver award-winning service.

From the initial entries a shortlist was drawn up, which was based on the quality of the submissions. Those shortlisted companies are then judged by a panel of industry experts.

The awards ceremony will take place at a gala dinner in London on 22nd September.

The Moneyfacts Group is the UK’s leading personal finance data provider.

Being named a finalist for this award is a fantastic achievement for the hard working team here at Informed Choice and great recognition for the service we provide to our clients in this specialist advice area.

We celebrate our 22nd birthday this summer and the business continues to go from strength-to-strength, working with a range of individual clients who need specialist, independent financial advice on retirement planning, investments, care fees planning and Financial Planning.

We got this year off to a great start by winning a hotly contested Toast of Surrey Business Award and winning Retirement Adviser of the Year at the Moneyfacts Investment Life & Pensions Awards 2016 would be cause for a very big celebration indeed!

With an ageing population and increasingly complex financial needs to balance in later life, we are confident that we have the knowledge and experience to guide our clients through the retirement planning maze.

Our congratulations to the other finalists for Retirement Adviser of the Year – Concept Financial Planning, Focus Oxford, M&H Financial Planning, Mattioli Woods, MFP Wealth Management, My Pension Expert, UNIQ Wealth Management, and Wingate Financial Planning.

We look forward to finding out the results of these awards in September; do watch this space for more news!


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About Martin Bamford

Martin Bamford is a Chartered Financial Planner, Certified Financial Planner (CFP) professional and published personal finance author. He works with elderly clients to provide advice on funding residential care fees, hosts the Informed Choice Podcast and is a keen ultra runner.
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