Client survey results 2020

Client survey results 2020

In December 2020 we undertook a client satisfaction survey and we are delighted to have scored highly across several key areas including quality of work and communication.

Delivering outstanding client service is at the heart of everything we do, which is why our survey and its findings are of great importance to us. Feedback from our clients helps us to continuously improve and strive to be the best we can be.

We have summarised the results to the right (click here for more results):

Roy Thompson, Head of Financial Services comments:

“Having spent a good deal of time in the last three years, refining our process,  implementing software to support client interaction and working on our ongoing communication, I am delighted with the results of the recent client survey. This evidences that the work undertaken has been well received by clients and encourages us to continue to improve the client experience.

Financial advice has the potential to educate individuals regarding their own finances, leaving them in a position where they can take charge of their financial goals and understand the risks and potential shortfalls in their finances. Knowing where those shortfalls exist and having a plan to mitigate them is essential and allows us to add significant value over time.”

If you would like to speak to a member of our team about how we can help you achieve your financials goals, contact us on 01903 534587.