Scottish wealth management firm, McCue Wealth Management Ltd, today announces a key new appointment, as part of its ongoing growth strategy.
Heidi Bisset joins the Aberdeen-based business in the newly created role of paraplanner following a significant surge in the Scottish pensions markets in recent months. Its current portfolio of 150 private and corporate clients looks after around £17.3m worth of assets.
McCue Wealth Management – an associate partner practice of St James’ Place Wealth Management - provides a bespoke wealth management service in Aberdeen and across Aberdeenshire. Established by Mark McCue, who has more than 20 years’ experience of holding senior wealth management roles, most notably at Barclays Wealth and Brewin Dolphin, the firm offers a real alternative to the larger investment houses.
With 27 years of private and public sector experience, Bisset brings extensive skills and knowledge to the business. Most recently she worked at Ideas in Partnership where she was one of a team of Business Mentoring executives delivering the Scottish Enterprise Business Mentoring programme, which runs in Aberdeen, Dundee and West Lothian.
As part of her new role she will be tasked with supporting the company’s ambitious growth plans for 2017 by raising the profile of its services to potential new clients. Working closely alongside the team of financial advisors, she will also assist existing clients by undertaking research and preparing plans and reports.
director of McCue Wealth Management, Mark McCue says: “The firm has been growing strongly in 2017 as individuals have sought advice primarily on pensions and investments. A combination of Pensions Freedoms and very low bank interest rates has allowed us to press on with our growth strategy despite the continued weak Aberdeen economy. Our latest appointment is a direct result of growth and will help us to meet this demand head on.
“Heidi is well known and respected within the Aberdeen business community. She has a set of core personal values which are closely aligned with the business and an ability to take on new challenges with boundless enthusiasm.
“She joins us at an exciting time as we begin to see a shift from acting for individuals to whole families. Driven by client demand we are exploring opportunities to make family wealth work effectively across multiple generations each with its own unique financial needs and challenges.”
Heidi, who established and led an award winning sales team at Royal Warrant holder mail order butcher Donald Russell for several years, adds: “I’m a people person and my roles have always been focused on networking and building relationships. I’ve known Mark for several years having met when I organised a series of high profile events for the Aberdeen and Grampian branch of the Institute of Directors. I’m delighted to be working with him again and share his ambition to assist individuals and businesses in realising their financial and lifestyle goals.”
For more information contact McCue Wealth Management on 01224 745200 or visit http://www.mccuewealthmanagement.co.uk/