Independent financial advisers Monahans Financial Services has been ranked among the UK’s top three firms for innovation in using technology to provide excellence in customer service.
The firm, part of Monahans chartered accountants, collected the accolade in the recent Aberdeen UK Platform Awards, which recognise businesses that have enhanced their client service and investment proposition over and beyond that of their competitors.
Monahans Financial Services recently changed the way it manages clients’ investments, moving them onto a single – or wrap – platform.
This has saved investors’ time and given them more control over their wealth. In a very short time, more than £80 million of assets have been moved into the Monahans Wealth Management Service and clients have benefited from the enhanced levels of service provided.
The sector-beating performance was recognised at a gala dinner at the Marriott Hotel in London’s Grosvenor Square.
Monahans Financial Services managing director Steve Missen said: “This is a fantastic reward for all the hard work the team 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.”
The team are based at Monahans’ offices in Swindon. Trowbridge, Chippenham, Bath and Glastonbury, with its administrative centre in Trowbridge.
Clients include private, sole traders, partnerships and limited companies as well as expatriates.
