What our clients think of us
We place a great deal of emphasis on ensuring our clients receive the highest level of customer service and also on finding the most suitable financial products for their individual needs.
We aim to make our clients’ finances as hassle-free as possible and want them to be left feeling confident with the financial advice and products that have been arranged for them.
As such it is highly important for us to know how our clients perceive us and our advice.
In order to guage this and to ensure that we continue to meet our clients’ ongoing needs, each client receives a customer satisfaction questionnaire when their business has been completed. This helps us address any areas clients feel should be looked at and also reassures us about the areas where we do well.
Treating Customers Fairly
As required by our industry regulator, the FSA (Financial Services Authority), be must be able to demonstrate that we are consistently treating customers fairly. As part of evaluating this, we have focused our customer satisfaction surveys on the outcomes defined by the FSA.
You can view our most recent customer satisfaction survey here
Customer Satisfaction Survey Results 2009
Customer Satisfaction Survey Results – April 2009
Customer Satisfaction Survey Results – March 2009
Customer Satisfaction Survey Results – February 2009
Customer Satisfaction Survey Results – January 2009
Customer Satisfaction Survey Results 2008
Customer Satisfaction Survey Results – December 2008
Customer Satisfaction Survey Results – November 2008
Customer Satisfaction Survey Results – October 2008
Customer Satisfaction Survey Results – September 2008
Customer Satisfaction Survey Results – August 2008
Customer Satisfaction Survey Results – July 2008
Customer Satisfaction Survey Results – June 2008
Customer Satisfaction Survey Results – April 2008
Customer Satisfaction Survey Results – March 2008
Customer Satisfaction Survey Results – February 2008
(no surveys returned in February)
Customer Satisfaction Survey Results – January 2008
Customer Satisfaction Survey Results 20078
Customer Satisfaction Survey Results – December 2007
Customer Satisfaction Survey Results – November 2007
