Client Satisfaction Ratings

We regularly survey all of our clients to find out what they really think of the services we provide

Please also see our client feedback and testimonials.

Our clients rate our service on a scale from 0 (worst) to 5 (best) in ten key areas. This information is aggregated to provide an ongoing client satisfaction assessment.

Overall Satisfaction

Average rating: 4.9 / 5

Value for Money

Average rating: 4.7 / 5

Documentation & Literature

Average rating: 4.9 / 5

Technical Knowledge

Average rating: 5 / 5

Professionalism

Average rating: 5 / 5

Customer Service

Average rating: 4.8 / 5

Technology & IT

Average rating: 4.7 / 5

Communication

Average rating: 4.8 / 5

Effectiveness

Average rating: 4.7 / 5

Likely to Recommend

Average rating: 4.9 / 5

Client satisfaction ratings cover the past 3 years to 01.01.21.

We all lead busy lives

Do you make the time to manage your finances and make the most of your money? We’re here to help. We structure regular financial reviews to ensure you always make time to really understand your money and make great financial decisions.

Awards, Accreditations & Trade Associations

We are committed to delivering the best service to our clients and working to the very highest professional standards. Our work has been rewarded with a number of awards and professional accreditations. We are also members of the leading professional trade associations.

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