We are delighted to announce that Chris has been recognised as Inheritance Tax Planner of the year (2017) in Money Management’s annual Financial Planner Awards.
These awards recognise the very best of the advice profession. Candidates were required to submit an example of recent client work that related to IHT planning (with client names and personally identifiable information redacted). Along with his entry, Chris was required to summarise how his work met the stated criteria.
Each submission was marked against the international financial planning standards set by the Financial Planning Standards Board. As one of five candidates shortlisted in this category Chris then attended a face to face interview at the head office of the Financial Times in London. The interview revolved around questions based on a case study, the details of which were provided in advance.
Chris said: “I am incredibly proud of this achievement. Inheritance tax planning is a priority for many of Fortitude’s clients; we use a lifetime cashflow to demonstrate what action can be taken today without compromising their ability to live the life that they want in the future.”
In other great news, Fortitude has again been included in the New Model Adviser Top 100 for another year. Our inclusion recognises our Planners’ qualifications, our profitability, reinvestment into the business, our commitment to the profession and the continued development of best practice in the industry.