WH Ireland scores first for financial planning in multi-firm survey

Undertaken by Aon, the Client Experience 2020 Benchmark report compares the scores for WH Ireland’s clients to a unique, industry-leading benchmark of peer firms from the UK wealth management industry.

Amongst 11 other competitor firms participating in the survey, WH Ireland received the highest score for financial planning satisfaction. Clients with a financial plan are happier and more likely to remain with the firm.

We also ranked 4th in client outcomes with at least 90% of respondents agreeing products and services meet their needs & goals and offer suitable risk. In addition, 82% of clients are overall satisfied with the service they are receiving from us.

Stephen Ford, Head of Wealth Management, commented, “We are delighted with the results of the survey and we thank our clients for taking part. We were thrilled that you ranked us first for financial planning, beating firms such as Cazenove, Brewin Dolphin and Rathbones. There were, of course, other areas where you thought we could do more, and we are working to respond to these observations.”