Staff at Lamont Pridmore Asset & Wealth Management are celebrating after their firm was named as the region’s best financial planners at the 2020 AI Worldwide Finance Awards.
Part of the award-winning accountancy practice, Lamont Pridmore, the financial advice firm was selected by an expert judging panel for its exceptional levels of service and advice.
The last year has been a challenging period for financial planners across the UK, but Lamont Pridmore Asset & Wealth Management has worked tirelessly to ensure clients receive up-to-the-minute advice on their investments, savings and retirement plans.
Working closely with tax and accountancy experts within the wider firm, they provide a detailed Life Wealth Plan for clients, which looks at their ambitions, aspirations and plans for the future so that they can provide a comprehensive plan to help each goal to be achieved.
Graham Lamont, chief executive at Lamont Pridmore Asset & Wealth Management, said: “We are delighted to be named as Cumbria’s Financial Planners of the Year for 2020.
“This is brilliant recognition for our team of independent financial advisers, who have been working so hard to support clients with their queries and changes that have been brought about by changes to the economy as a result of the pandemic," he said.
“My heartfelt thanks go out to the entire time and to our clients, who have been so supportive of all that we do.”
Lamont Pridmore Asset & Wealth Management, although based predominantly in Cumbria, provides a wide range of financial advisory services to organisations and individuals throughout the north of England and southern Scotland.
Chris Lamont, partner at Lamont Pridmore, said: “Now is a critical time for many people’s finances.
"Seeking out advice could drastically affect the amount of money you are able to save and your plans for later life, so we are encouraging individuals to seek out professional advice and support at the earliest opportunity – especially as we enter a new phase of lockdown.”
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