2018 Client Satisfaction Report

15 May

In 2018 we asked a representative group of our clients to participate in a worldwide survey of the financial advice industry.

The aim of this survey was to help us better understand:

• How engaged with us our clients are;
• The value we’re providing in shaping your wealth;
• Your satisfaction with our service; and
• How we can do better.

In this report (click here) we’ll break these survey results down for you, outline the most significant findings, and discuss what this means for how we work with you.


Whether you have significant financial resources and question the meaning of success, or you’re wondering whether being that little bit wealthier will make you happier, this is the podcast for you. The It’s Never About Money site is also a hub for money related blogs and education.

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