13 | Wealth & Finance Retirement Planning Awards 2024 Financial Planning Firm of the Year 2024 - Northern England Regardless of age, there is never a bad time to start investing, planning for the future, and looking after the money we work so hard to earn. Taking the daunting aspect out of investing, independent financial advisors Markland Hill Wealth can help its clients to choose the best course of action for them, removing any uncertainties and ensuring that the chosen method is the most appropriate for the individual circumstance. Leveraging an investment process complete with a robust framework to cover all of one’s needs and expectations, it is no surprise that the business is being celebrated in the Retirement Planning Awards for the second consecutive year. Before any investment decisions or recommendations are made, the fantastic team at Markland Hill Wealth set about making sure that their clients are fully aware of the values and beliefs that dictate the brand’s methods, and that these algin well with a client’s aspirations and expectations of what the investment process entails. With a suite of services available in the field of investment planning, including tax efficient investing, children’s saving plans, inheritance tax planning, and trust/estate planning, to name just a few, the encompassing investment solutions provided by the firm offer something for everyone, regardless of the complexity of their needs. Moreover, aside from its famed investment services, Markland Hill Wealth is proud to offer financial advice in others area too, namely regarding pensions, mortgages, and protection, where its clients can seek out independent guidance on the likes of lifetime allowance planning, executive income protection, and private medical insurance. Again, this merely scratches the surface of the dozens of areas of expertise embodied by the firm’s teams. With all of these services delivered in a manner that represents the uppermost professionalism, clients are sure to benefit greatly from the firm’s holistic approach to financial planning, complemented nicely by a commitment to client education and the use of client-friendly documentation. On the back of this, Markland Hill Wealth has adopted a mission that revolves around the empowerment of the individuals, businesses, and charities that it works with, enabling them to continue to achieve sustained financial success by leveraging its independence to provide personalised, unbiased financial advice. This ultimately feeds into the firm’s wider vision, which is to continuously deliver high-quality advice that allows clients to make well-informed financial decisions, navigating the complicated financial planning landscape in the process. To reach these goals, the team prioritise remaining well-informed of the current trends of the market and utilising pioneering strategies, so as to offer the best services around. It would be fair to say Markland Hill Wealth adopts a number of unique strategies that make it the financial planner of choice for customers across the UK, and perhaps most notably is its commitment to helping clients invest in ways that are sustainable and responsible. Awareness around such topics as ESG (ethical social governance) are at an all-time high, and are something that many of the firm’s clients find themselves to be interested in. Not only will the company follow a client’s personal ESG preferences, but it also possesses its own active policy that is centred around acting with care and kindness, with this ongoing commitment distinguishing the firm from its competition in this space. Further setting Markland Hill Wealth apart is its people, and with a culture having been created by its staff through its culture champions, that is centred around the three key principles of Motivation, Honesty, and Wellbeing, it should not come as a shock to learn that the business has a low staff turnover and boasts employees who are building a longterm career at Markland Hill Wealth. For the rest of 2024, the team are determined to spread this positivity to other businesses, through the series of pro-bono workplace wellbeing workshops that are being run as part of a wider workplace financial wellbeing scheme. Another keen area of focus for 2024 is fortifying the business’ sports, entertainment, and divorce divisions, where people in and around these industries are provided with specialist financial support. With £400M+ AUM and an annual turnover of more than £3M, it seems that whatever the business touches turns to gold. As a spokesperson for Markland Hill Wealth beams, “the executive team were spurred on by last year’s award and are delighted to have gone one better this year by winning the Financial Planning Firm of the Year 2024 - Northern England. It’s a real recognition of all the hard work all our staff put in.” Contact: Barrie Dawson Company: Markland Hill Wealth Web Address: www.mhwifa.co.uk
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