Client Satisfaction Ratings
We regularly survey all of our clients to find out what they really think of the services we providePlease 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.
Accreditations & Trade Bodies
