Jul 7, 2022 | SARAH LORD

YOUR SAY – CLIENT FEEDBACK

 

We want to give our clients the best service possible. No half measures.

To help make this happen, we ask our clients to tell us how we are doing and what could be better.

Here’s what they told us in 2022.

At CPW we love feedback! If you’ve got something to say, let your team know or drop us a note HERE.

 

WE ASKED: HOW ARE WE DOING?

YOU SAID:

 

WE ASKED: WOULD YOU BE HAPPY TO RECOMMEND CPW?

YOU SAID:

76% of clients scored 9 or 10 out of 10. An average of 9.1 out of 10.

Only 4% of respondents scored 6 or below for would you recommend.  We’d love for this to be zero, and the feedback enables us to develop further.

 

WHAT YOU’VE TOLD US YOU LOVE ABOUT CPW

 

    • We know our clients
    • Brilliant people
    • Remarkable client experience
    • Outstanding advice
    • Make a significant impact on client’s lives
    • Offer peace of mind
    • Holistic approach to business and personal finances
    • Feel like part of the family
    • Make a complicated subject simple and interesting

 

HOW COULD WE DO BETTER?

 

We’re not getting it right every time – a few of you have highlighted things that could be better. This insight is invaluable to us and will help direct our future approach.

 

    • Frequency of contact – some of you would love to hear from us even more, perhaps just a quick email or a call now and then
    • CPW client portal – you’ve fed back around ease of access and further information you’d like to see
    • Responsiveness of the team – only a handful of instances where you feel we could have been quicker
    • A few of you would like more contact and insight into the investment markets during periods of volatility

 

Thank you for taking the time to let us know how we are doing.

To show our appreciation we’ve donated £1500 to one of our CPW charities, The Air Ambulance.