Finance Monthly Global Award!

Finance Monthly Global Award!

We are humbled to have been chosen as the winner of ‘Finance Monthly’s Global Award 2020’ in the category of ‘Financial Planning’! According to the criteria, the prize is as a result of the Firm’s overall attributes and successes in this particular field. They note:- “We are celebrating those who have excelled in their work, the innovative players and those who have exceeded client expectations and demonstrated measurable achievements over the last 12 – 18 months – even in the current challenging environment.“

Firms must firstly be nominated, then scrutinised by an editorial panel before shortlisting. Consideration is then given to ‘submitted material, client recommendations, sector expertise and innovation, client care, growth, developments and evidence of going beyond the call of duty.’

Judging then took place based on awards for the various categorisations and we are very proud to have been announced as the overall winner in this category – thank you to them and to all who nominated us! Thank you too to our clients and our staff team – all of whom have been very forbearing these last many months of very strange times.

Winter Milton Newsletter

For interest, we are now in the final throes of writing our Winter edition of Milton News, our own internally written, extensive newsletter. This contains numerous topical issues concerning our interpretation of markets, personal finance, investment and tax planning and is well worth a read, if only to pick up a few tips to save some of your hard-earned money! Typically, we write three or four newsletters per calendar year.

The newsletter is completely at our cost and if you are an existing client of ours, you will automatically receive your complimentary copy. If you too would like to begin receiving these, please do telephone the office on 01271 344300 or email us on