Clients love what we do. In fact, we haven't lost a client in 10 years. We thought the best way for you to see how we add value would be to let our clients speak for themselves.
So, we asked them what they most valued about working with us.
Here’s what they told us:
The personal contact and the open conversation.
Implicit trust that all aspects of our wealth are being considered, not only for us personally but for all of our family. Ensuring that all aspects take full benefit of any tax mitigation. It's so useful to have quality time with you to consider our personal lives.
Consistency. Dealing with the same person.
W.J. T. Nottinghamshire
Trust, integrity and professionalism of all of the team.
B. I. Derbyshire
Openness, trust and friendship.
Honesty, straight talking, openness and balanced advice.
Openness and feeling that you are very genuine with a very clear concern for the client. Having interviewed several financial advisers we believe that Peter Brewill’s integrity, objective and honest approach is the one that best has our interests at heart.
Follow up, clarity of proposals, integrity, honesty, timeliness.
Even though our meetings are professional, they are very friendly and relaxed. I always feel very much at ease.
The single point of contact.
CPW obviously have the correct products and services to offer but I'm sure many others claim the same. The key differentiation is the people you employ and the philosophy instilled in them. They take the time to listen and make the effort to understand before presenting investment options in a very clear step by step approach. We feel very comfortable dealing with this team.
I valued and appreciated the comprehensive wealth strategy planning process. I feel more confident now that my portfolio is being managed in a way that specifically meets my circumstances and objectives at this stage of my life. I think in a nutshell, what I value most so far, is the friendliness and approachability of the staff and the clarity of vision that they bring to the investment process and the clear recognition that 'one size' does not fit all!