Matthew Rich wins top national IFA award!
Bath IFA, Matthew Rich has returned triumphant from the Money Management Awards after being named Inheritance Tax Planner of the Year and coming runner up in the Cautious Investment Planner category. And this isn’t the first taste of national success for the firm this year, as they were also short-listed for another national industry award in January.
Matthew Rich, who is often called upon to offer specialist advice in the Financial Times and The Independent, is thrilled with his award saying, “It’s so rewarding to have my work validated by leading members of the financial planning industry, especially against such stiff competition.”
The 16th incarnation of these prestigious awards seeks to uncover the finest financial planners in the UK across a range of categories. Matthew is a specialist in both inheritance tax planning and cautious investment planning so he was extremely proud to be nominated in recognition of his work. To win a category was, of course, the icing on the cake.
Company Director, Alan Seward said, “As a company we are delighted that Matthew has received these awards. This demonstrates his ability in advising clients in these complex areas. Matt is so highly qualified and is a real expert in his field, which is why he’s getting such amazing national recognition. Bath’s lucky to have him!”
The Money Management Awards are the highlight of the IFA calendar and took place during a black tie dinner at London’s Dorchester Hotel on 6th October 2011.
Read the reports we wrote to secure our success at the coveted Financial Planner Awards 2011: