Client Centric Wealth Efficiency Service

We value the opinion of our clients and we obtain regular feedback using a simple 4 question survey to hear their views on our advice and service.  To find out our overall rating and what they had to say, click each of the questions below (opens in a separate window):​

 

Questions:

 

1. How would you describe your Client Centric Wealth adviser?
    

2. How would you describe the Financial Advice you have received to date?
    

3. How would you describe the Customer Service you have received to date?

 

In response to the final question in our survey, where we asked our clients whether they felt comfortable recommending their financial planner at Client Centric Wealth to friends and family, all clients who completed the survey confirmed that they would indeed be comfortable recommending us.