100% of clients surveyed thought their Strategic Solutions adviser's understanding of their particular circumstances and their own specific requirements was either good or excellent. 100% of respondents rated the knowledge and skills of my adviser in relation to the advice given as good or excellent. 88% of the replies stated that the meeting fared as "excellent" compared with their general expectations of dealing with an Independent Financial Adviser. 90% of all respondents rated their overall experience of dealing with a Strategic Solutions Adviser as "Excellent".
Strategic Solutions Qtr 1 Client Survey, South West
Strategic Solutions is an award winning Chartered firm of Independent Financial Advisers covering the South West of England. Martin works out of our Exeter office and advisers clients covering the whole of south west. Please feel free to contact me at any time for an no obligation initial discussion to see how I can help you.
We are proud to have been awarded the prestigious title "Chartered Financial Planners" by the Chartered Insurance Institute (CII) This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice. Chartered Firms must also follow a demanding code of ethical practice. This means we must work in a principled manner that places client's interests at the heart of the advice we give. The Chartered title assures you of our commitment to the highest standard of customer excellence and professionalism
Where to find us
Head office address: 1 Grindle Way, Exeter, EX5 1DF
We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.
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