Client Experience Survey

In April, we invited a selection of clients to share feedback on their experience of working with Shawfield’s.

We were delighted with the response from more than 50% of clients who we invited to provide feedback and, most importantly, the comments we received. Thank you to everyone who took the time to complete the survey. We genuinely appreciate your feedback and the trust you place in us.

A few highlights (54 replies)

9.3/10
Average client satisfaction score, with every client rating us 8 or above.

100%
Of clients said they feel valued and more confident about their finances.

98%
Value the relationship they have with us.

98%
Are happy with their investment performance.

Many clients also told us they would be happy to recommend us and provide a testimonial, which is a great reflection of the relationships we have built together.

What can we do better?

The feedback wasn't just about what we're doing well. It also highlighted areas where clients would like more information and support.

Some clients weren't fully aware of the wider range of services we provide, including cashflow modelling, inheritance tax planning and alternative investments, among others.

We'll therefore make sure these areas feature more prominently in our future conversations where they are relevant to your circumstances.

If you asked us to get in touch about a specific question or would like to discuss anything further, please do let us know.

Most importantly, thank you for your continued trust and support. We're proud of the relationships we've built with our clients and will continue to listen to your feedback and look for ways to improve.