Clients Rate Our Annual Review Service Highly!
1 February 2021
Over the last month, clients have been feeding back on how we’ve done in the last year and we’d just like to first take the time to thank every one of you that managed to find the time to complete our survey.
The results have proven we haven’t done a bad job, in fact 85% of you rated our annual review service highly and 96% would recommend the investment advice given from Clear. What might be more reassuring is that 75% of you responded that despite the global pandemic the amount you will be investing will likely stay the same in 2021. The survey also found that clients were happy with the timeliness of our advice and were also happy with our bi-monthly investment update.