Retirement Planning Awards 2023

4. Next Level Holdings: Best Risk-Managed Investment Specialists 2023 & Investment CEO of the Year 2023: Paul Regan 8. Overseas Trust and Pension Ltd: Best International Trust & Retirement Solutions Provider 2023 – Guernsey 10. deVere Group Switzerland SA: Best Pension & Financial Planning Consultancy Firm 2023 – Switzerland 12. Lifetime Retirement Income: Best Retirement Wealth Management Firm 2023 – New Zealand 14. S.W.A.N. Virtual Family Office (VFO): Most Dedicated Retirement Planning Team 2023 – Indiana 16. Lubbock Fine Wealth Management: Best Tailored Retirement Planning Service Provider 2023 – London 17. Crystal Lake Tax & Financial: Best Financial Planning Firm 2023 – Illinois 18. myPension: Best Digital Pension Provider 2023 – Germany 19. McCrea Financial Services: Best Financial Advisory Firm 2023 – Scotland 20. Markland Hill Wealth: Most Insightful Retirement Planning Advisory Firm 2023 - Northern England 21. AdviserAsset: Most Innovative Financial Product Switching Software Developer 2023 – UK 22. Haven Protect Limited: Best Holistic Financial Planning Service Provider 2023 - Greater Manchester Contents

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