Awards

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In May 2014 I was officially recognised at The Symponia Crystal Dophin Awards for long-term care advice.

Nick, an Associate of SOLLA and a member of Symponia, the industry body which was formed to safeguard standards of later life financial planning, was named overall Winner in the category Most Proactive & Productive Aspiring Member, in addition to being Highly Commended in the category: Best Case Study by an Aspiring Member, sponsored by Just Retirement.

Click here to see the story as featured in the Financial Times Adviser or read on for the full press release:

 PRESS RELEASE

19 May 2014

HAMPSHIRE FINANCIAL ADVISER GAINS AWARD FOR EXCELLENCE IN ELDERLY CARE FEES PLANNING

A Petersfield-based financial adviser, Nick Truss of MDS Financial Group, was honoured at The Symponia Crystal Dolphin Awards for his expertise and commitment to advising elderly people and their families on the complex workings of care fees planning.

Nick, an Associate of SOLLA and a member of Symponia, the industry body which was formed to safeguard standards of later life financial planning, was named overall Winner in the category Most Proactive & Productive Aspiring Member, in addition to being Highly Commended in the category: Best Case Study by an Aspiring Member, sponsored by Just Retirement.

Sarah Pennells, journalist, presenter and founder of Savvywoman.co.uk, hosted the Awards at Symponia’s National Conference on 13th May at The Royal Horseguards in London; the conference was attended by around 120 professionals from the long term care and later life professions.

Commenting on his recent success, Nick Truss said: “Care fees planning is a very challenging environment. Providing cohesive financial advice for what is arguably one of the most difficult and distressing life stages requires a great deal of commitment and dedication.  The right financial advice can literally change lives and there are many more options available now.  On a day to day level, the work itself is very rewarding but it is always nice to get official recognition, so I am very pleased to get this award.”

Nick has worked in Financial Planning for over 30 years and has a successful Practice covering the South and South East with offices in Hampshire and Surrey.  He works closely with his clients to help them create wealth, preserve and protect their assets and to help them and their families with those important later life decisions.

Nick specialises in helping clients make informed decisions about the most effective way of covering the costs of later life care whilst ensuring that all available benefits are claimed to help towards the costs.  He recognises that such decisions span the generations and is keen to involve the whole family in the decision making process.

For further information, please contact Nick Truss.

Telephone : 01730 231523/ Mobile: 07889 435253 Email : nick@mdsfg.com

Or visit http://www.nicktruss.co.uk/

Nick Truss Signature

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About

Nick Truss has over 25 years of experience, a high level of qualification and two core principles; integrity and professionalism

If you'd like expert, financial advice please get in touch!

MDS Financial Group

MDS Financial Group is a trading style of Nicholas Truss which is an appointed representative of Intrinsic Mortgage Planning Ltd and Intrinsic Financial Planning Ltd who are authorised and regulated by the Financial Conduct Authority.