Our survey results

We’re immensely proud of the feedback we’ve received from clients in our 2022 survey.

In 2022 we carried out a client survey to find out what our clients thought about our service. We wanted to gain an insight into their thoughts and feelings about what we provide.

Here are the results…

Highlights of the survey

100 %

of clients believe that working with us has helped or will help them achieve their goals

100 %

of clients would recommend us to their friends, family or colleagues

52 %

of clients have recommended us in the last 12 months.

Results of our performance

100 %

of clients were satisfied with the speed of response from their adviser

100 %

of clients were satisfied with the speed of response from our support team

100 %

of clients were satisfied that we understand their needs and objectives

100 %

of clients were satisfied with our communication between meetings

100 %

of clients were satisfied with their annual reviews

The benefits of working with us

In our survey, we asked clients an open-ended question: “What is the biggest benefit you get from working with us?” We’re delighted with some of the responses:

Knowing that I am working with a company that I have the utmost trust in to handle my investment, as I have experienced bad advice with a previous company.

I enjoy the relationship, quality of discussion and advice.

Expertise in managing our financial affairs so that we can enjoy our retirement.

Knowledge that I am in safe hands.

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