Mazars Financial Planning triumphs at Financial Planner of the Year Awards

Mazars Financial Planning, one of the largest purely fee-based IFA businesses in the UK, last night dominated the 13th annual Money Management Financial Planner Awards at The Dorchester Hotel, winning three of the ten awards, with three runners up. 

The firm, which is wholly owned by international accountancy firm Mazars LLP, has doubled its turnover since Chief Executive Paul Willans took the helm four years ago, boasted an unrivalled six individuals on the final shortlist of seventeen, and is at the forefront of professional financial planning.

Paul Willans commented:

“I am absolutely delighted with our finalists’ success, all of whom have worked extremely hard over the last year. Their outstanding achievement reflects both the effort that each individual put into their submission and their outstanding ability as professional financial planners. 

Mike Turner and David Baker from Mazars’ Oxford office and Stuart Hart from the London office were individual category winners, and Lorraine Olley (Oxford), Ian MacKinnon and Sorangi Shah (both London) were announced as runners-up.

Paul Willans concluded:

“The awards’ rigorous case study and judging process tests both applicants’ technical and applied client skills, and it is to our planners’, as well as our training and support teams’, credit that six out of seventeen of this year’s finalists are from Mazars.  Indeed, one of our finalists is a graduate trainee, who only left university last year!

“At Mazars, we are committed to the provision of true financial planning – that is advice, rather than product sales, and our fee-based financial planners maintain the same professional ethos and high standards as our accountants and other tax practitioners.  It is this commitment to excellence as standard, as well as the professional environment of Mazars, which enables our planners to perform consistently well, both at these awards and in day-to-day practice."

 

For more information, please contact:

Paul Willans, CEO

020 7063 4204 / 0 7795 038 708

Paul.willans@mazars.co.uk

 

Louisa Howells, Mazars press office

020 7063 4142 / 07919 548 736

Louisa.howells@mazars.co.uk

 

Notes to editors;

The categories for the winners and runners-up are listed below:

David Baker -      Pre Retirement Planner (Winner)

Mike Turner -      In Retirement Planner (Winner)

Lorraine Olley -   Investing for Income Planner (Runner Up)

Sorangi Shah -    Protection Planner of the Year (Runner Up)

Stuart Hart -        Investment Planner of the Year (Winner)

Ian MacKinnon -  Pre Retirement Planner of the Year (Runner Up)

 

About Mazars Financial Planning:

Mazars Financial Planning Ltd is the UK independent financial advice and wealth management subsidiary of Mazars LLP. Mazars LLP is the UK firm of Mazars, an international firm specialising in audit, accounting, tax and advisory services, with offices in 46 countries worldwide. 

Mazars Financial Planning Ltd is one of the largest purely fee-based Independent Financial Advisor (IFA) companies in the UK and provides a wealth management and impartial financial planning advice to private clients, owner-managers, multi-national employers and trustees of private, family, charitable and pension trusts .

Mazars Financial Planning Ltd offers a range of holistic and integrated services, delivered by our multi-disciplinary team, including: investment portfolio management and benchmarking analysis; tax advice and planning and the administration of  trusts, wills and estates; financial planning and analysis review; pension consultancy and employee benefits, and family and/or business protection.

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© 2008 Mazars LLP, the UK firm of Mazars, an international advisory and accountancy group.