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Our Clients Experiences

Our clients trust us to manage over £150 million of their money.

As we value our clients privacy highly, we choose not to show our clients comments or names as testimonies. However we do recognise the important of demonstrating how our clients value us, therefore below is the summary of how our clients rate us

Please click on a blue heading below to view more information.

Existing Clients | New Clients

Whiting & Partners Wealth Managementquestionaire results from our new & existing clients.


(Please click on the graph to see the question)

Benchmark (7.5)
Our Score
Existing clients
New Clients
9.56
1
9.23
2
9.60
3
9.45
4
9.34
1
9.27
2
8.97
3
9.24
4

1) My adviser provided a detailed analysis and evaluation of my current situation

2) I am happy that I understand how I am progressing to achieving my goals

3) My adviser communicated with me in a clear and unambiguous way

4) I felt that the time meeting with my adviser was well spent

1) I felt that my adviser understood my financial circumstances, goals and aspirations

2) My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives

3) I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to why

4) Given my experience, I feel that the company/individual operate in such a way that the concept of treating customers fairly is central to their culture.