A leading firm of Cumbrian financial advisers has seen two members of its 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, which is why Lamont Pridmore Asset & Wealth Management – a sister firm of award-winning accountants Lamont Pridmore – are so excited.
David Malin, Director of Financial Services at Lamont Pridmore Asset & Wealth Management, has been selected as a finalist in the Adviser of the Year category for his exceptional work and demonstrated expertise in providing up to the minute pragmatic advice on complex matters.
Meanwhile, Lisa Gilpin, Finance and Operations Director has been 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.
Speaking about their shortlisting, David said: “It is a real honour to be recognised at the Professional Adviser New Talent Awards. Both Lisa and I pride ourselves on providing the highest levels of service to our clients and we feel that this is reflected in our reaching the finals of these prestigious awards.
“Huge thanks has to go to our clients and the rest of the team at Lamont Pridmore Asset & Wealth Management who continue to support us.”
David is no stranger to winning awards after taking home a trophy at the Money Management Financial Planner Awards last year.
Graham Lamont, Chief Executive at Lamont Pridmore, said: “We are proud of what the Asset & Wealth Management team has achieved and would like to congratulate them on their shortlisting. The addition of a dedicated wealth team has made a massive difference to our clients and really added extra value to our overall service.”
Winners of the Professional Adviser New Talent Awards will be announced at an awards ceremony due to take place on 26 September 2019 at Glaziers Hall in London.
To find out more about Lamont Pridmore Asset & Wealth Management, please visit www.lamontpridmorewealth.co.uk or call 0800 234 6978.
