As part of ensuring that our clients remain happy with the service we provide, and that we are working in the best possible way for them, we conduct periodic client surveys.
In keeping with our core values of transparency and integrity, we also believe in sharing these results openly to make sure they are thoroughly listened to and acted upon. As such, we are delighted to reveal the results of our most recent survey, carried out in September and October 2021.
We were also interested to see how satisfied our clients were with different areas of our performance. We’re very happy to say that:
We asked clients what the biggest benefit they get from working with us. Here’s what they said:
“(First Equitable) provide a safe pair of hands.”
“Financial care and a feeling that my investments are continually being monitored. Also, they’re a company who provides a personal touch.”
“Having a one-to-one relationship with the planner.”
“Financial security for my children if I die before my pensionable age.”
“Peace of mind knowing that my financial affairs are in safe hands. I also know through experience that I can contact them at any time and know that I'll get an almost instant response, even for the most trivial of problems.”
We also pride ourselves on tailoring our advice to your personal situation. As a result, we asked those who have not yet retired for their three biggest financial concerns:
Meanwhile, the three biggest concerns for those who have already retired are: