We are committed to continually improving our business processes and service offering to ensure the ongoing satisfaction and retention of our clients. Part of this process involves surveying our clients to determine their level of satisfaction with the services we provide.

We capture feedback using a questionnaire, which is sent out directly following the implementation of our advice or recommendations. We ask our clients a series of questions: from the way they found our process, to their overall experience and whether they would recommend our services to a friend, family member or colleague.

We’re pleased announce that since launching our Client Satisfaction Survey in January 2010 we’ve  achieved a recommendation score of 100% – that means that 100% of clients surveyed indicated that they would recommend our advice and services to individuals or businesses in their personal network.

Given the nature of our profession and the complexity of financial services, we don’t take this knowledge lightly. We realise a client must be truly satisfied and trust the service we provide before they are likely to make a recommendation.

We remain committed to delivering the very best advice and service at all times. That’s why we continue to refine our offering and make sure that all responses are collated and acted upon.

Over the coming months we will share the outcome of our client satisfaction surveys on this blog.

Stay tuned for further updates.