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Lonsdale Services clients happy to recommend their financial adviser

Wednesday 5 September, 2018

Lonsdale Services Client Satisfaction Figures - 30/6/18

Each year we ask our clients to provide feedback on the service we offer by asking them a range of questions in our client satisfaction survey.  These questionnaire results summarise the views of 911 clients who completed all or part of our client questionnaire between January 2010 and 30 June 2018. Any clients that were sent a survey but did not respond to it are omitted from the results below.

We asked our clients a variety of questions to ascertain their views on our service. 

When we asked - ‘Based on the level of service I have received from my adviser, I am happy to recommend him/her in the future to someone I know’ - 100% of clients who responded strongly agreed or agreed with the statement.

Simon Hawker, Managing Director and independent financial adviser and member of the St Albans financial planning team said:

‘At Lonsdale Services our ethos is to always provide our clients with the best possible service.  Most of our financial advisers have extensive experience in the financial services industry and have provided independent financial advice within their local community for many years.  The results of the client satisfaction questionnaire that you can view on the Our Clients section of the Lonsdale Services website show that our financial advisers have developed very good relationships with their local client base.  We introduced a Client Charter that outlines our commitment to clients.  Corporate Social Responsibility is also an important part of our culture as we always look to treat our clients fairly and put their financial interests first.  The way we interact and treat our employees, clients and the local community is important to us.’

Simon Hawker, Managing Director and independent financial adviser and member of the St Albans financial planning team continued:

‘We are pleased that all the clients that completed and returned our survey would be happy to recommend us.  It shows our clients appreciate our core values of integrity, reliability and offering value.   We are delighted that our client service has also been externally recognised by the Retirement Planner Awards.  In 2018 we won the Retirement Planner (RPA) Award for Best Individual Pension Advice firm in the South East and Anglia, and our Ware finanical planning team were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.’

For more information read: Lonsdale Trekkers complete Trek26 and raise £3600 for Alzheimer’s Society; Lonsdale Services win Best Individual Pension Advice firm in 2018 RPA Awards; Allan Ross IFA Ware ‘highly commended’ in RPA Estate Planning Awards

 

 

Simon Hawker, Lonsdale Services independent financial adviser St Albans and member of the St Albans financial planning team

Simon Hawker, Lonsdale Services independent financial adviser St Albans and member of the St Albans financial planning team

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