Obtaining feedback from our clients is an important part of our business as it ensures we continue to provide the service our clients are seeking and don’t let things slip.
Our latest survey was conducted at the height of the market mayhem in March, where portfolios were being tested and communication with clients was essential. At times where markets are plummeting, clients need to know they can trust us to look after their money and make the right decisions. We also need to be available to speak to at any time as its obviously concerning watching markets around the world fall relentlessly. It is at times of stress where any cracks in our proposition will be exposed.
Thankfully, the survey results confirmed our commitment to providing a personal service built on trust, clear communication, and our expertise as financial planners and wealth managers.
We are pleased to report that of the 15 respondents, there was 100% overall satisfaction with our services and 100% of respondents would be happy to recommend our services to their friends and colleagues.
The survey also highlighted what matters most to our clients. Honesty and trust was the most important factor, followed by our knowledge and expertise. We scored 100% client satisfaction on both these metrics. This is important to us, as these metrics are fundamental to our proposition. Trust and expertise are hard to obtain, but very easy to lose without continued hard work.
Finally, many of our clients also deal with wealth managers or advisers at other firms as well as Raymond James, John Street. We asked these clients if they receive a better service from us, the same, or a better service from other companies they deal with. 100% of respondents said they receive a better service from us, which is reassuring.
Thank you to all our clients who responded in March. This year’s survey results are encouraging, but we will not to rest on our laurels. We continue to work to provide the best service possible for our clients and encourage further feedback from those who did not, or were unable to complete the survey in March.
If you would like to arrange a chat, please contact us.