Retirement Planner Awards, June 2018

We are very proud to have been awarded another prestigious title, “Best Individual Pensions Advice Firm of the Year” and Jon Hickson was also honoured as runner up in the “Young Retirement Planner of the Year” category.

The annual Retirement Planner Awards are divided by region with these titles covering all firms across the South West of England and Wales. The ceremony was held last week at the impressive Waldorf Hilton Hotel in London and adds to our many other award wins in recent years. The judges, which included the CEO of the Personal Finance Society (the largest professional body in financial services) and both current joint chairs of the Society of Later Life Advisers (a not for profit consumer organisation) based their decision on ‘qualifications, commitment to their clients and the company’s expert pension advice’.

The awards were collected by Chris Bibb and Jon Hickson at the ceremony. Bibb, who chairs the firm’s internal pension specialist committee said: “I feel extremely proud that our ethical philosophy of providing clear and concise advice to our clients and the wider community has been recognisedby the judges and we will continue to work hard to help our clients in such an important area of their lives. We were also all so pleased that the incredible progression Jon has made over the last four years since joining was rewarded. I would like to thank all of our staff, clients and Incisive Media for their support.”

Amy, Michelle, Chris and Connor

Jon Hickson and Paul Roberts

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