We were delighted to see two members of our Asset & Wealth Management team named as finalists at this year’s Professional Adviser New Talent Awards.
A highlight of the finance industry’s calendar, the awards recognise the very best advisers and planners in the UK.
David Malin, Director of Financial Services at Lamont Pridmore Asset & Wealth Management, was selected as a finalist in the Adviser of the Year category for his exceptional work and expertise in providing up to the minute pragmatic advice on complex matters.
Meanwhile, Lisa Gilpin, Finance and Operations Director was shortlisted for the Paraplanner of the year category after being nominated by her fellow team members. She is extremely well-regarded by clients for her expertise and the high level of support that she offers.
The pair thought it was a real honour to be recognised at the Awards, as both pride themselves on providing the highest levels of service to their clients.
David is no stranger to winning awards after taking home a trophy at the Money Management Financial Planner Awards last year.
The Lamont Pridmore team is proud of what the Asset & Wealth Management team has achieved and congratulated them on reaching the shortlist. The addition of a dedicated wealth team has made a massive difference to our clients and really added extra value to our overall service.