Thank you so much to all the clients that took part in our annual survey. A massive 62 of you took the time to tell us what you felt about working with Expert Wealth.

We’ll be donating £10 for every survey response to Dementia UK – so they can expect a £620 boost going into 2025!

Some highlights:

• 100% of you said you would recommend our service
• 100% of you said that working with us has/will help you to achieve your financial goals

Some areas we’ll be looking at:

• 2% felt you were “very satisfied” with the level of communication between meetings (the other 25.8% reporting “mostly satisfied”)
• 5% felt you were “very satisfied” with the speed of response from your support team (the other 11.5% reporting “mostly satisfied”)

We’re pleased to be able to share an infographic that outlines the results in more detail here.