We are extremely pleased to share the news that both of our financial advisers Deborah Kent and Anthony Pears have qualified for The Most Trusted Advisers (MTA) Network as a result of the Client Experience research that was conducted by Beddoes Institute directly with our clients.
Beddoes Institute has analysed thousands of client ratings from a survey of over 400 advisers, including Deborah Kent and Anthony Pears, and identified objective benchmarks of exceptional client service and performance including an Adviser Trust Score (AT!STM) of 85 or more. Advisers must meet this criteria plus other extensive eligibility criteria in order to qualify for the Most Trusted Advisers Network.
The Most Trusted Adviser Network is a completely independent initiative undertaken by Beddoes Institute as a way of connecting consumers seeking a quality advice relationship to “best of breed” financial advisers.
We are ecstatic that our clients have rated us so highly across a number of areas. We’ve put together an infographic that represents some of the highlights from the research.
Thank you to all our amazing clients who participated. The feedback and insights we have received clearly tells us that you feel we are doing a great job but we will always be pursuing a greater experience and outcome for you.
If you or someone you know is looking for great advice and a great team then contact us to arrange an appointment.
With kind regards and a warm smile,