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Paraplanning Team Highly Commended at the Professional Paraplanning Awards 2018

We are pleased to announce that our Paraplanning team were highly commended at the Professional Paraplanning Awards held in London on Wednesday 6th June.

Director Keith Mackie commented:

“We are delighted that our paraplanning team have been shortlisted for this years team award at the Professional Paraplanner Awards 2018.

Our paraplanning team supports our planners with very high quality of work at all times to help deliver a second to none client experience.

Being shortlisted in itself is a great honour for the team, and to be highly commended in our first year of entering these awards is recognition for which they thoroughly deserve.”

Rob Kingsbury, editor of Professional Paraplanner, says: “We received even more submissions this year than in our inaugural awards in 2017 and the quality was very high across both categories. Identifying who should be included in the final shortlists was a very difficult job indeed. We had a definitive set of criteria in respect of what we wanted to see in the submissions and that was strictly applied to come up with the four individuals and four firms who were shortlisted.”

This latest accolade follows on from previous successes for the Accredited and Chartered Financial Planning Firm, established in Aberdeen in 2002 by Managing Director Sandy Robertson. The firm now has a team of 42 staff across offices in Aberdeen, Edinburgh, Elgin and Peterhead providing clients with advice on Retirement Planning and Pensions; Investments and Savings; Tax & Estate Planning & Financial Planning for business.

The firm recently moved offices in Aberdeen to Westhill to accommodate the developing team and increasing number of clients with plans to open their new Edinburgh office in the summer.