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Over the last few months we have been surveying clients to find out how they think we are doing. We are really grateful for the feedback. Thanks very much to all the people who took the time and trouble to score us on the various questions and also provide comments. We have it all on board.
We asked you to score us on communication, accessibility, relationship management, professionalism and investments. We also asked you to tell us what things you liked and disliked the most. Here are the results.
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Communication – face to face and written |
86% |
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Accessibility – to adviser, staff and by phone |
91% |
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Relationship Management – being understood, dealing with problems etc. |
90% |
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Professionalism – being reliable, thorough, accurate |
89% |
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Investments – performance relative to expectations |
84% |
- Professional, supportive, open and honest
- I am confident CIP have my best interests at heart
- I value the personal understanding you provide
- You have kept to a high standard
- The bank does not stay in touch with me. My funds will come to CIP.
- Generally satisfied. You are trustworthy, helpful and friendly.
- Happy overall but disappointed in markets. Excellent service from Planner
- Would like more contact with the Planners
- Poor reporting
- Appreciate willingness to acknowledge when investments have not gone well
Thanks once again. Whether they are brick bats or bouquets, we need to know. | 
