It is particularly encouraging to see the strength of relationships across our client base. Almost 90% of respondents said they were very satisfied that their Planner understands their needs, goals and aspirations, reflecting the care we take to deliver truly personalised advice. Responsiveness also remains a key strength, with over 86% very satisfied with the speed of response from their Planner and more than 81% very satisfied with support from the wider team.
We are pleased that the vast majority of clients continue to feel positive about the value we deliver. Over 93% said they receive value for money, with many highlighting the reassurance of having a trusted ‘go‑to’ person for their financial affairs. This is reinforced by the high levels of trust shown, with nearly 97% saying they completely or mostly trust us to act in their best interests.
Confidence in financial progress remains strong, with around 87% saying that working with us has helped them achieve their goals. We’re also pleased to see strong recommendation scores, with an average of 8.95 out of 10 and many clients rating us at the highest level of 10 (over 63%).
Communication continues to be well received. Over 91% feel the frequency of our communications is just right; email remains the preferred way to stay in touch. Clients told us they value clear, practical insights, particularly news and market updates, as well as guides and educational content.
Thank you again to everyone who shared their views. We are proud of these results and remain committed to continuously enhancing the advice, support and experience we provide.
