Our business has very much been built on recommendation, and this gives us some feedback on how well people regard us. But, like any business, we are always looking to improve.

In February 2022, we sent a survey to all our clients, giving them a chance to assess us in a range of service areas and feedback on how we could improve processes.

Across the replies totalling 93 surveys, the overwhelming response was positive and showed that we are moving in the right direction. These include:

  • 96% of our clients rate our services as good or very good.
  • 97% of our clients rate our advisors as good or very good.
  • 95% of our clients feel they get good value.
  • 98% of our clients would recommend us to friends and family.

Beaufort Financial Customer Survey

Constant Improvement

With some questions that were geared towards attracting ways in which we could improve, we also received invaluable feedback about our processes, which was, of course, the primary reason for the survey.

So, we’d like to thank all our clients who took part, including Keith Pitman who won an Apple Watch in a draw of all the entries.