We are delighted to announce that our Private Client team has been shortlisted for awards at both the STEP Private Client and the Money Marketing Awards, taking place in late September.
The STEP Private Client Awards recognise and celebrate those within the private client industry and are considered the hallmark of quality for STEP and non-STEP members.
Following their success at last year’s awards, winning Accountancy Team of the Year (large firm), the team has been shortlisted again in this category.
Ian Pickford, Head of Mazars Private Client, said:
It is an honour to once again be recognised by STEP alongside other industry leaders.
Our teams are passionate about the services we offer, working together as one team of financial planning, personal tax and wealth management advisers to help our private clients grow and protect their wealth.
Being recognised for this award is a great testament to the hard work our teams put in every day.
In addition, the team have also been shortlisted for two Money Marketing Awards.
The Money Marketing Awards recognise leading financial advisers and providers and this year, in addition to being shortlisted in the Advice Firm of the Year category, the team, who won Best Investment Advice Award in 2022, have been shortlisted in this category once again.
David Baker, Chief Investment Officer said:
It is a fantastic achievement to be shortlisted in two categories at this year’s Money Marketing awards. I am very proud of the team and how they consistently deliver for our clients. These awards as a testament to their commitment to servicing our clients
Other shortlisted companies can be found here. All shortlisted will now progress to the interview stage, with interviews with the judging panel taking place in early May.
Both award ceremonies will take place in London on 21 September.