Results from our Client Survey - What our clients' really have to say about us!

Our business is nothing without our clients, so they are at the heart of everything we do. Therefore we recently sent out a client survey to gain an insight into their thoughts and feelings about our service. We think it is important to be transparent and work with our clients so we’re sharing the survey results with you and letting you know what changes we’ll make where necessary.

Of those who completed the survey, we’re delighted to say that:

• 98.7% of clients believe that working with us has helped or will help them achieve their financial goals

• 93.3% of clients would recommend us to their friends, family, or colleagues

• 35.9% of clients have recommended us in the last 12 months alone.

We’re delighted that many of our clients feel comfortable recommending us to their friends and family. However, while we’re ecstatic that most of our clients would recommend us, it would be fantastic to get to 100%. So, if there’s anything we can do to help you feel more comfortable recommending us, please let us know, and we’ll take your suggestions on board.

Also, we’d like to take a moment to thank those of you who have recommended us, especially in the last 12 months. Recommendations are not only a touching endorsement of the service we provide, but they’re also extremely useful to the growth of our business. We appreciate your trust and support.

Our performance

We were pleased to see how satisfied our clients were with our performance. We’re very happy to say that:

• 98.6% of clients were satisfied with the speed of response from our support team

• 97.4% of clients were satisfied that we understood their needs, goals, aspirations, and objectives

• 97.4% of clients were satisfied with the speed of response from their planner

• 90.8% of clients were satisfied with communication between our meetings

• 90.7% of clients were satisfied with their review meetings.

Areas of discussion

Another thing we wanted to learn from our survey is which topics are most important to you, our clients. We asked retirees and those on the path to retirement what their biggest financial concerns were, and the following topics received the highest number of votes.

For retirees:

• The cost of care in old age

• The level of investment returns or potential investment losses

• Not having enough money to continue living their preferred lifestyle in retirement.

For those on the path to retirement:

• The level of investment returns or potential investment losses

• Not having enough money to retire at their preferred retirement age

• Not having enough money to live their preferred lifestyle in retirement.

For business owners:

• Ensuring my exit from the business is tax-efficient

• The impact on my family and my business if I become ill or die

• Selling my business for enough money to facilitate my ideal retirement.

While we understand that your priorities are unique to you, it’s useful to know some of the discussion areas that are most important to our clients. This ensures that you get the most out of our working relationship. We’ll ensure that we keep these in mind when planning our meetings. Equally, if there are any topics not mentioned here that you’d like to discuss with us, don’t hesitate to let us know when we next speak.

The benefits of working with MLP Wealth

In our survey, we asked clients an open-ended question: “What is the single biggest benefit you get from working with us?” We’re delighted with some of the responses:

• “Peace of mind about my financial affairs.”

• “Peace of mind: someone is always there to help.”

• “Confidence my pension is being looked after and in good hands.”

• “Confidence that my best interests are taken care of without prejudice.”

• “You explain finances in a very clear way and are always willing to answer any question I have.”

• "The knowledge that the team has. There are so many people out there who can't give clear and trustworthy advice. Knowing we can trust you is a huge benefit."

All of our team members are thrilled with the comments. It provides a huge morale boost to know that our work genuinely helps our clients.

We’d like to thank everyone who completed our survey. Your feedback has been extremely helpful. Moving forward, we’ll be taking action to improve our service even more as we strive to provide the best service possible.