Client Centric Wealth Efficiency Service
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"Our mission is to provide exceptional, impartial and personal financial planning advice and wealth management services to our private clients"
Client Testimonials
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:
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How would you describe your F3 Wealth Management (formerly Client Centric Wealth) adviser?
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How would you describe the Financial Advice you have received to date?
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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 F3 Wealth Management (formerly Client Centric Wealth) to friends and family, all clients who completed the survey confirmed that they would indeed be comfortable recommending us.
Independent Chartered Financial Planning Services / Telephone: 01932 567079 / vik.sharma@f3wealth.com
F3 Wealth Management Limited is a company registered in England & Wales No 08861465 and authorised and regulated by the Financial Conduct Authority, reference number 705758. This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error, please notify us by replying or calling the telephone number above.