Dear Moneyfarm clients,
I hope that as you’re reading this, you’re enjoying a well-earned break over the festive period, but I wanted to reach out to you on behalf of the UK consultants and the wider Moneyfarm team.
After a very difficult year for markets in 2022, we saw some parts of the market showcase a rebound in 2023, leaving our portfolios in a healthier position. But it was certainly not without its challenges and we truly appreciate your continued trust in us to help you to manage your wealth. We are under no illusion as to the responsibility and obligation that we have to you and we are honoured to continue to be your partner on this journey.
As testament to this, our team has spent more than 11,000 hours this year speaking with our clients, whether on the phone or on video call, and we’ve been able to reply to more than 38,000 emails, hopefully all in good time.
We hope that we’ve been able to help all of you with your questions, queries and requests, but more importantly that you feel we’ve been there if and when you have needed us. The human relationship aspect of our service is something that we truly value and we hope that you do too.
It’s been a pleasure speaking with so many of you over the course of 2023, and our team looks forward to helping you make the most of your money in 2024.
As always, you can reach out to us at any time via phone, email or by booking an appointment with a consultant online here. However, please note that we’ll be closed on New Year’s Day as our team takes some well-deserved time off over the holidays.
Once again, I’d like to thank you for your continued trust in Moneyfarm and I wish you a healthy and prosperous 2024.
Best wishes,
Chris Rudden, CFA
Head of Investment Consultants UK
*Capital at risk. Tax treatment depends on your individual circumstances and may be subject to change in the future.
