I can't believe it's already July - where is the year going! June was a month of events and we were delighted to be involved with a number of local events (see the June blog for details).
This month I'd like to share some exciting news with you as we are delighted to announce that we have been shortlisted in the 2023 Investment Life and Pensions Moneyfacts awards for 'Investment Adviser of the Year'.
As a local business we strive hard to ensure that our team support our clients and provide solid advice so this award is recognition of our commitment to that goal. We are proud of our internal investment team and this is excellent recognition of their achievements.
Find out more here: https://www.moneyfactsgroup.co.uk/awards-and-events/ilp/shortlist/
The finals are in September so we'll keep everything crossed and let you know how we get on!
Have a good July - I hope the sun shines for us all!
Adam Cook
Operations Director
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