Comments:

• I am very satisfied with your advice and would recommend you if you need anyone to do so.
• I have had an excellent experience with you since transferring my portfolio you!
• Fortunate that you were recommended to me by some very satisfied clients.
• Thank you for all your hard work on my behalf.
• Able to arrange a review at short notice.
• Reviews are very friendly occasions.
• Absolutely no complaints with the way Sofie goes about her business.
• The current sad state of the market is not of Sofie’s making.
• Sofie is very professional, very up to date with changes and quick to communicate these, and she is reassuring and confident in her manner and presentation.
• Sofie’s annual meeting to discuss my portfolio is very helpful.
• She prepares thoroughly for these meetings and she takes the time to explain things to me.
• Have been very comfortable with Sofie & trust her knowledge.
• Timely and appropriate advice and action.
• Thank you Sofie, we are very happy with the service you provide both (my partner) and myself.
• Thank you again for your efforts and personalised service.

Methodology:

• Conducted by myNextAdvice in February 2018
• Number responded = 30
• Survey invitation emailed to 52 clients receiving ongoing review service
• For each question, clients could give a rating ranging from 0 to 5, where 0 = completely disagree to 5 = completely agree
• The average score was then converted into a percentage.