Client Surveys
T: info@mathewscomfort.co.uk
E: 01865 208000

 

Please find below the results of our ongoing client satisfaction survey, last updated in May 2021:

 

124 clients answered the following question:
How satisfied are you with our team members ability to communicate, respond and follow through?
75% Very satisfied
24% Satisfied
1% Neither satisfied or dissatisfied
Results are based on our ongoing continual improvement survey.
111 clients answered the following question:
If you have visited us in North Leigh how did our office environment make you feel?
44% Very positive
39% positive
16% Neutral
1% Negative
Results are based on our ongoing continual improvement survey.
124 clients answered the following question:
Has Financial planning helped you achieve any of the below goals?
56% Eased financial anxiety
42% Confidence to spend more and enjoy retirement
37% Confidence to travel and live desired life
35% Retire early or put plans in place to retire early
25% Gift family members
25% Financial independence
Results are based on our ongoing continual improvement survey.
124 clients answered the following question:
Has our service created a positive outcome to your life and those closest to you?
95% Yes
5% No
Results are based on our ongoing continual improvement survey.
Client comments to above survey question:

Confidence to spent a bit more and not worry too much about the pot running dry.

Earlier retirement is expected and looked forward to.

A complete difference.

124 clients answered the following question:
Based on your recent experience, would you recommend us?
96% Yes
4% No
Results are based on our ongoing continual improvement survey.
We asked; Is there any reason in particular you like working with us? Below are the responses:

Professional service, thorough reviews and good response to Ad hoc requests regarding financial planning.

Good service, clearly communicate, good overviews on how funds are performing.

Very helpful knowledgeable staff, brilliant informative digital presentation of all the facts, very well explained to the layman, easy access, parking, pleasant offices.

Professional colleagues acting with honesty and integrity.

Friendly approach and understanding.

Expertise, advice on financial matters.

We like to deal with people face to face & like the fact that you are now close by. We also like to deal with you as we do not like over-complicated financial 'speak' & feel that we come away with a good understanding of our financial situation rather than being bamboozled!

Ease of logging in and keeping up to date on investments. Helpful annual appointment, and swift response to queries.

You're friendly and responsive :- )

Very help full and keeping me up to date.

On our level. We feel that you understand us and our aspirations and respect that. We are straight forward folk.

Friendly, explain things clearly and not patronising.

Dan and his team do a super job.

Over the years I have greatly appreciated the personal consideration given to me by Mathews Comfort, and I continue to do so.

Easy to talk to and explain finances easily in a format I can understand and don’t have to worry about.

You offer fresh perspectives I hadn’t considered. I value the fact you handle most of the administration.