The shortlist of advice firms in the running for the Retirement Planner 2015 Awards has been revealed.
• Aisa Professional
• Alexander House Financial Services
• Almary Green
• Central Wealth Planning
• First Wealth
• Intelligent Pensions
• Jones Hill
• McCarthy Taylor
• Redbourne Wealth Management
• UNIQ Family Wealth
Three highly regarded industry professionals, Association of Professional Financial Advisers director general Chris Hannant, Society of Later Life Advisers joint-chairman Tish Hanifan, and Later Life Academy managing partner Stuart Wilson, are currently judging the entries.
Advisory firms entered a case study outlining how they have worked with a client to reach their retirement planning goals.
Five winners will be announced at the Retirement Planner Forum and Awards on 17 June.
The packed forum programme will include a keynote speech for former pensions minister Steve Webb. There is still time to register for the half-day event taking place in central London.
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