Smith & Williamson’s market-leading service to private clients has been recognised in the inaugural Find A Wealth Manager People’s Choice Awards.
The financial and professional services group was one of only a handful of organisations to receive an award based on feedback from clients. Smith & Williamson receives client introductions from Find A Wealth Manager and the way investment managers and financial planners respond to queries is carefully recorded. Sharon Hanshaw, associate director at Smith & Williamson, manages the relationship with Find A Wealth Manager.
Having matched thousands of investors with institutions since its 2012 launch, Find A Wealth Manager has detailed insights on service standards. Drawing together extensive client feedback and proprietary performance data, its People’s Choice Awards stand apart for representing the voice of high net worth individuals themselves.
Winners of the People’s Choice Awards have exceled in areas like client-adviser matching, speedy on-boarding processes and communications, while delivering exceptional service standards throughout relationships.
Peter Fernandes, head of private clients at Smith & Williamson, said: “We are very pleased by this recognition. We regularly receive industry awards in recognition of our work but this accolade from Find A Wealth Manager is particularly important for us as the nominations were based directly on client feedback. The award recognises the quality of advice our investment managers and financial planners provide to clients introduced by Find A Wealth Manager.”
Lee Goggin, co-founder of Find A Wealth Manager added: “Awards can tend to be quite industry focused, so we’re pleased to be putting the onus back on those who matter most – the clients.”
By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication. Details correct at time of writing.
Notes to editors
Smith & Williamson is a leading financial and professional services firm providing a comprehensive range of investment management, tax, financial advisory and accountancy services to private clients and their business interests. The firm’s c1,800 people operate from a network of 11 offices: London, Belfast, Birmingham, Bristol, Dublin (City and Sandyford), Glasgow, Guildford, Jersey, Salisbury and Southampton. Smith & Williamson is part of The Tilney Smith & Williamson Group.