We’re honoured to be named as a finalist for the Financial Advisor Team of the Year Award at the STEP – Advising Families Across Generations Private Client Awards. Tess Williams FPFS, Head of Financial Planning, remarked: “The awards garnered an unprecedented level of submissions, with entries from over 25 countries. We’re proud to be recognised by the judges as a finalist for an award which is seen as the hallmark of quality within the private client industry.” We’re looking forward to the awards ceremony in September. #STEPPCA
Best of luck!
General Manager at Share Data Ltd. Probate Shares Valuations, Dividends verification, Share Sales and Medallion Stamp Providers Worldwide
1moWishing you the best