Kingsfleet Wealth are delighted to be finalists in the 2018 Investment Life & Pensions Moneyfacts Awards, having been shortlisted in the Investment Adviser of the Year category.
Moneyfacts is the UK’s leading independent provider of finance product data and hosts four industry awards which establish the best products in their fields. Presented annually, these award product excellence and outstanding service, and cover products from across the range of financial services.
Advisers who wished to be considered had to complete a questionnaire providing details of their organisation, their level of expertise and how they deliver their advice proposition. They were also asked to support their nomination with evidence of their ability to deliver award-winning service. Based on the quality of the submissions, a shortlist was drawn up and announced in June. Shortlisted advisers were then able to invite testimonials (submitted via an online form). An internal judging panel assesses these to decide upon the final positions of the finalists.
Richard Eagling, Editor of Investment Life & Pensions Moneyfacts, said:
“Given the prevailing sense of uncertainty that still surrounds the economy and the financial landscape, the importance of good financial planning, backed by top quality products, remains paramount. By recognising those companies that have consistently delivered premium products, service and innovation over the last 12 months, the Investment Life & Pensions Moneyfacts Awards give a true measure of industry-wide excellence. The rigorous process by which the finalists and eventual winners are decided ensures that only the very best providers and advisers will be honoured at this year’s awards.”
The Moneyfacts Awards is one of the highlights of the personal finance industry calendar and the winners will be revealed at an evening awards dinner (hosted by Josh Widdicombe) on 19 September 2018, at The London Hilton on Park Lane.