Client Feedback

 

Maintaining the highest of standards

As a business we send electronic feedback questionnaires once work has been completed for our clients – we collate, monitor and update the results on a quarterly basis to ensure that our high standards are maintained and that we continue to deliver a top quality client service. Below are the latest feedback results.

TargetQuestionTotalLast 30 DaysLast 60 DaysLast 90 DaysLast 6 monthsLast YearLast 2 years
7.5I felt that my Adviser understood my financial circumstances, goals and aspirationsAbove target
8.75
n/an/aAbove target
8.75
Above target
9.17
Above target
8.71
Above target
8.75
7.5My Adviser communicated to me in a clear and unambiguous way and as such provided all relevant information relating to products and services
offered and any recommendations made
Above target
8.82
n/an/aAbove target
8.75
Above target
9.17
Above target
8.71
Above target
8.82
7.5My Adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectivesAbove target
8.68
n/an/aAbove target
8.75
Above target
9.17
Above target
8.62
Above target
8.68
7.5I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to whyAbove target
8.53
n/an/aAbove target
8.75
Above target
9.17
Above target
8.53
Above target
8.53
7.5I received concise, helpful documentation including a document detailing any advice given, and key features documents relating to any recommended products. My Adviser drew my attention to important points such as my right to cancel.Above target
8.53
n/an/aAbove target
8.75
Above target
9.17
Above target
8.45
Above target
8.53
7.5I am happy that should the need arise, my Adviser will ensure that the appropriate support and processes are in place to enable me to change any product, make a claim or make a complaintAbove target
8.97
n/an/aAbove target
10.00
Above target
10.00
Above target
8.97
Above target
8.97
7.5The overall service provided by my Adviser was....Above target
9.41
n/an/aAbove target
10.00
Above target
10.00
Above target
9.40
Above target
9.41
7.5Given my experience, I feel that the company /individual operate in such a way that the concept of treating customers fairly is central to their cultureAbove target
9.04
n/an/aAbove target
8.75
Above target
9.17
Above target
9.05
Above target
9.04

Table Key
Above Target Off Target

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