YOUR SAY – 2023 CLIENT FEEDBACK

We’re always looking for new ways to offer our clients a service that’s valuable, memorable, stress-free and a cut above anything else on the market.

It’s a goal that runs through everything we do at CPW, and an irreplaceable part of that process is listening. So, we asked our clients to tell us how we’ve been doing in 2023 and, importantly, what could be improved.

Check out the results below, and if you’ve got some feedback of your own that you’d like to share, let your team know or drop us a note HERE.

WE ASKED: HOW ARE WE DOING?

OUR CLIENTS SAID:

WHAT DO OUR CLIENTS LOVE ABOUT CPW?

Trusted relationships
Brilliant people
Personalised service
Sound advice
Significant impact made on their lives
Offer peace of mind
Make a complicated subject simple and interesting

HOW COULD WE DO BETTER?

We’re always looking for ways to develop what we do, so it’s invaluable to hear any thoughts or suggestions clients have.

Here’s what we heard as part of this survey:

Frequency of contact – some clients would love to hear from us even more, in between planned review meetings
With recent market uncertainties clients want to be confident that their investment strategies remain appropriate (rest assured, this is constantly under review)
Better communication between the wealth team and the tax team
CPW client portal – clients fed back around ease of access and further information you’d like to see (watch this space, we’ll have some news on this soon!)

Thank you to our clients for taking the time to let us know how we are doing. Now, it’s time for us to put their feedback into action.

To show our appreciation, we’ve donated £1500 to one of our CPW charities, Tough To Talk.