Fund Manager of the Year Award Winner
Scott-Moncrieff Wealth Management win prestigious national award
We are delighted to announce that Scott-Moncrieff Wealth Management won the Advisory Firm of the Year at the Fund Manager of the Year Awards 2010 in London's Royal Albert Hall.
This is an award voted upon by investment industry and principally rewards the duty of care demonstrated by firms in selecting and placing investments on behalf of clients.
The judges recognised the performance of the firm as being an impressive one against a background of turbulent economic conditions and volatile stock markets.
Does your investment strategy require a reappraisal? If so, get in touch and we'll arrange a time to discuss your options.
Andy Cumming, Managing Director of SMWM commented "since the financial crisis our main focus has been upon our existing clients. We have aimed to ensure that our clients understood, in plain terms, the effect the crisis has had on their investments and how we would help to develop strategies which would mitigate against the increased risks and protect their investments.
“Our turnover is up 14.3% on the previous trading period, which was particularly encouraging in a challenging year, and proof that our strategy of keeping clients well informed with regard to movement in financial markets, and articulating its affect on their financial planning, has been a successful one.
The number of referrals we have received over the past year from our exisiting clients has also provided us with the reassurance that our approach is what clients want and I'm pleased to report that we have seen a significant increase in the number of referrals we have received over the past 12-18 months".
Our Wealth Management team is currently offering all visitors to our website a no obligation investment appraisal meeting. If you would like to take advantage of this limited offer please email our client care co-ordinator Chris Rae: smwm@scott-moncrieff.com and he will arrange a convenient time for you to meet one of our award winning consultants.
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