Wealth Management Services
For over twenty years, we have provided our clients with professional guidance on how to create, grow, protect and transfer their wealth.
On 31 October 2011, Scott-Moncrieff Wealth Management Limited was acquired by Close Brothers Asset Management, part of the Close Brothers Group, a FTSE 250 listed company. Please refer to the following letters >more
To visit the Close Brothers Group website please click here.
Scott-Moncrieff Wealth Management is built upon the principles of expert advice, professional objectivity, a dedicated approach to client service and financial solutions tailored to the specific needs of our clients.Helping individuals and businesses to accumulate, preserve and transfer their wealth has become more complex over the past few years.
We have, however, ensured that our approach has remained straight-forward.
We can provide you with practical and relevant wealth management advice both for today and tomorrow; advising you with the benefit of our seasoned opinion on what will be the best strategy, based on both your goals and risk appetite.
What's your attitude to risk? Use our risk profiler and find out.
We offer a range of services to our clients including:
We can help you to:
- Maximise the return on your financial investments.
- Reduce your personal taxation.
- Protect your assets and strengthen your retirement planning.
- Enhance your cash flow.
If you would like more information on how we can help you or our services, please contact us.
Scott-Moncrieff Wealth Management Limited is part of Close Brothers Group plc. Scott-Moncrieff Wealth Management Limited is registered in Scotland and is authorised and regulated by the Financial Services Authority. Registered number: SC112315. Registered office: Exchange Place 3, Semple Street, Edinburgh EH3 8BL.
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