Our annual client survey
We regularly survey our clients to request their opinion on how we are doing. This takes a number of forms:
- Verbal surveys after initial work
- Testimonials and reviews
- This anonymous survey
This survey was conducted with all current clients online and anonymously in July 2026. Clients were asked to answer 10 multiple-choice questions, and were also given the option to provide voluntary written feedback to 4 further questions. We received responses from around 30% of client families. This year’s results were the best we have ever received, so we are extremely grateful to those who responded.
We take this feedback very seriously, as it allows us to understand if we provide a service that clients value and understand. We have used this feedback to make many improvements to client services and communications.
What do we do best?
Clients had the option to provide written feedback:
“You listen to what we want.”
“You provide thoroughly professional, bespoke personal financial advice.”
“You make the most of my investments using your valuable, in-depth knowledge.
The company is very personable and nothing is too much trouble.”
“Your communication is top tier and you have an easy, friendly demeanour.”
“You respond promptly to my queries.” “You keep me informed.”
“You are flexible to our needs.”
“You do not try to blind me with science and explain things in a way that I can understand.”
“You are generally good at listening and providing clear explanations.
You are very responsive to questions.”
“You provide a clear graphic of investments and a useful annual review.”
“You explain everything so we understand.”
How are we different?
“You offer a much more personal approach.”
“You are genuinely interested in our lives.”
“You have a total focus on care, service and sound professional advice.”
“You are exceptionally personable in your approach.”
“You are always reliable.”
“You add a personal touch.”
“You are always there at the end of the phone to talk me through things that I do not understand, which is a great comfort.”
Why did you choose us?
“You were recommended to us.” [multiple, most common response]
“You are local to us and have a good reputation.”
“I could trust you.”
“You are local and independent, offering whole of market advice.”