swindonweb®  home    make this my homepage
myswindonwebbusiness   LOGIN / REGISTER  
Date added: 07 October 2011

Customer Investment Pays Off 

Local Financial Services firm nominated for prestigious prize
Monahans Financial Services Limited are delighted to have been judged in the top three firms in the country in a recent major industry competition.
The Aberdeen UK Platform Awards is a major annual competition in the financial services industry and recognises innovation in the use of technology to provide excellence in customer service.
It rewards those businesses who have enhanced their client service and investment proposition over and beyond that of their competitors.
Monahans Financial Services Swindon
Wealth management success: 
directors of Monahans Financial Services Ltd (l to r) Simon Ewings, Roger Perry, Steve Missen and Mervyn Osman
Independent Financial Advisers, Monahans Financial Services, recently changed the way they manage their clients’ investments, moving them all into a single place called a wrap platform.
This has been particularly successful, saving people time and putting them in control of their wealth. In a very short time, over £80 million of assets have been moved into the Monahans Wealth Management Service and clients have benefited from the enhanced levels of service this provides.
This performance was recognised at a gala dinner at the London Marriott, Grosvenor Square, which was hosted by the TV and radio personality, Kate Silverton.

“This is a fantastic reward for all of the hard work the team here have put into the introduction of our new look Wealth Management service and builds on our Chartered status, which itself is a reflection of the quality of advice we provide,” commented Steve Missen, Managing Director of Monahans Financial Services Ltd, who was delighted with the accolade.
Monahans Financial Services - more details