Finance Monthly Global Award - 2018
Allan Ross, independent financial adviser Ware
Allan Ross, Financial Adviser Ware wins Finance Monthly Global Award 2018
Friday 14 September, 2018
Allan Ross, Lonsdale Wealth Management financial adviser and member of the Ware financial planning team has won the Finance Monthly Global Award 2018, UK Share dealing Services Adviser of the Year award. The award was announced in June 2018.
Finance Monthly Global Awards
According to Finance Monthly, ‘The Finance Monthly Global Awards recognise and celebrate companies and individuals who have delivered the highest quality results during the last 12 months - participants will have exceeded client expectations and demonstrated measurable achievements over the last 12 months.’
Allan Ross, Lonsdale Wealth Management financial adviser and member of the Ware financial planning team said:
‘I am pleased to win this global financial award for share dealing services on behalf of the Ware financial planning team. We all work really hard to deliver the best possible service to our clients by offering them a personalised financial planning service.’
Simon Hawker, Lonsdale Services Managing Director and independent financial adviser in St Albans said;
‘Everyone at Lonsdale Services is delighted that Allan has won this Finance Monthly Global Award. Allan is a very experienced independent financial adviser who has built up a very loyal client base in Ware, Hertfordshire. In June 2018 Allan was also ‘highly commended’ in the Estate Planner category of the Retirement Planner Awards for his continuing work with many Ware, Hertford and Loughton solicitors assisting clients on inheritance tax planning.’
The Financial Conduct Authority does not regulate Inheritance Tax Planning.
For more information read: Allan Ross, independent financial adviser Ware 'highly commended' at Retirement Planner Awards; Lonsdale Services win best individual pension advice firm at RPA awards 2018.
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