How did we do in 2024?

One of the key ways in which we can improve the service we provide to our clients is by analysing the feedback they give us. Praise is great (and we had a lot in 2024) but even more valuable is when we don’t always get things spot on and clients help us learn lessons to do things better.

Dozens of clients completed their satisfaction surveys for new business advice in 2024 (thank you!) and our final satisfaction score was 95.38%.

Just as pleasing were some of the comments our dedicated advice team received:

‘Totally professional and offered good as well as practical advice (which I took)’ – Mr KW

‘He made things very clear and I have already recommended to a friend’ Mr GC

‘A very professional and friendly service’ – Ms KR

‘Very pleasant to deal with – already referred – looking forward to working with BW for many years to come’ – Ms KS

‘I strongly felt I could trust my adviser, will definitely refer – very professional and friendly’ – Mr PR

And when it came to the ongoing service we provided to our clients, they were even happier, really appreciating the value for money and regular contact. Our Q4 2024 score was 97.85%.

Some of the comments included:

‘very good all the way through’ – Mr M

‘already referred my son for pension advice’- Mr H

‘very satisfied with the ongoing service and value for money’- Mr RS

Now we are not perfect and we are always looking for ways to improve so if you have feedback for us then please drop me an email.

Miles Green, Practice Manager, Brooks Wealth   miles@brookswealth.co.uk

📞 Call us today: 01733 314553

📧 Email: info@brookswealth.co.uk

🌐 Visit: www.brookswealth.co.uk