An annual survey conducted among clients of participating large advice firms and wealth managers designed to support with independent metrics to help firms articulate, evidence and benchmark value.

We act as a 'regulatory backstop' and can challenge and support firms, as well as provide metrics for internal and external use.

Overview

What is it?

Participating advice firms and wealth managers will receive brand-specific scores and feedback which is also benchmarked against a national average of advised customers.

Who is it for?

Large financial advice/financial planning/wealth management firms.

Who has asked for this?

• Marketing and Proposition teams

• Investor Relations teams

• PR and IR teams

• NEDs

• Consumer Duty leads/Compliance

• CEOs