Download our client survey results
The results of our bi-annual client survey are in: 1,671 of our clients responded to tell us their thoughts. Feedback is important to help us continue to refine our services and ensure that we continue to meet their needs. We are pleased to report that the results tell us our clients are broadly very happy with the service we provide – and this ultimately translates to a high proportion of our clients recommending JM Finn to others.
The survey was an independent survey of all JM Finn’s clients, spanning discretionary, advisory, execution only and Coleman Street Investment Services.
At 58, our Net Promoter (NPS) score, which measures our clients’ willingness to recommend us, is far above the average benchmark for the UK wealth management industry of 281 .
Even better than being willing to recommend us, our clients regularly do recommend us to their friends and family: a majority have done so during their tenure, which we see as the ultimate testament to our enduring high levels of client service.
1Benchmark referred to is the Savanta MillionaireVue Benchmark NPS 2023
"Very knowledgeable, always approachable, very efficient and very helpful."
"I have always been treated with professionalism and courtesy, combined with excellent advice and customer service."
"Good service, excellent communication, fantastic account management.."
"They really get to know their clients and tailor their service delivery to the client's particular requirements.They are also accessible, attentive, pleasant to deal with and good at what they do."
"My investment manager is exceptional and gives friendly, interested sound advice. Feel very confident that our savings are in safe hands. Always kept informed and given a realistic outlook with proactive actions.."
The entire service that is offered is of a consistently high standard as are the levels of advice and expertise.."