Over the past week, our wealth management advisers Jason Petersen and James Sheehan, have sent out a short survey to clients and others who’ve expressed an interest in knowing more about our services.
We thank everyone who’s taken the time to contribute, and overall, we’re delighted with the feedback!
Through your comments, we’ve learned that there’s a lot that our team is doing really well (as demonstrated in the many testimonials that were collected). The survey has also helped us identify where to focus our efforts so we can continue to improve our systems and processes to deliver the best standard of service and advice possible.
If you are on our email mailing list and you didn’t see the survey, please check your junk mail as the survey link may have inadvertently seen it land there.
It was sent on Sunday 18 October (in case that helps).
You can access it for another few weeks, and if you have any trouble accessing the link, please contact anne