Why Clients will refer friends and colleagues to us

The feedback we have collated from our latest client survey may interest and encourage readers. This especially so if you are in need of help and guidance and do not yet have a settled relationship with an independent financial advisor

Over the past year we carried out a new survey of all clients who have asked us to give them advice in the previous calendar year. We wanted to give feedback on just how well we are performing in our clients' eyes and the value we add in meeting their needs.

We set out the results here for you to review. The first 5 questions covered the key areas of service, communication and quality of advice provided.

We also asked clients how they rated our Financial Surgery Magazine for keeping them informed on matters of importance to financial planning. Our most recent January 2012 edition is the 21st we have published and distributed in the past 11 years. This in itself is a strong guide to our commitment to serve and keep our clients informed on issues of importance.

We are very pleased to see that we are reaching such high satisfaction levels with our existing clients. It is hugely rewarding for us to know that all of our clients will continue to turn to us for help and guidance. The answer to Q9 we also find especially noteworthy. Hardly a month passes without a referral to us of a new client from one that we have been helping for some time.

So if you have yet to come to us for personal guidance then our survey results will give you the confidence you need to ask us for a meeting. The first step is to call us, or go to the enquiry form. We do not make a charge for the first meeting with a potentially new client.