We are delighted and honoured to announce that we have been nominated in the “Best New Broker” category at the upcoming Life, Pensions & Investment Awards (LPI Awards) for 2017.
The annual LPI Awards are designed to ensure that those at the forefront of the financial planning profession are identified and commended.
They aim to “provide recognition to firms who have proved their excellence, professionalism and dedication to maintaining high standards in the Irish market“.
The Irish Brokers Association Life Pensions and Investments Awards for Financial Brokers was introduced in 2014 – an event designed to ensure that those at the forefront of the profession are identified and commended for their efforts.
Heritage Wealth Management was launched in 2015 with a focus on assisting customers looking to plan and achieve their financial and personal goals.
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