Client Survey Results

by | Sep 26, 2023 | Office News | 0 comments

We sent out our client survey in June this year via both email and post (depending on individual client’s contact preferences) and are really pleased to report that our survey was completed by 25% of our clients.

Here is a quick breakdown of the numbers:

We have also included a few lovely things that clients have said:

“I have no hesitation whatsoever in recommending Taylor Money to family & friends.  I have always been pleasantly surprised by the speed of answers to any queries that I have had.  But best of all… Is the human element, personal contact, very unusual in this day & age of computers and bots.”

“My husband died suddenly, and I was really thrown into the deep end, having to deal with financial matters which were always dealt with by him. Jonathan was a huge support at the time and has been ever since. His expertise and advice have been invaluable. Just knowing that he has my best interests in investment decisions and that I can contact him at any time is very reassuring. I’m so grateful.”

“Phil Feast has provided invaluable support and guidance with our pension planning and is always on the end of the phone to deal with any queries or concerns we have.   It always feels that Taylor Money are treating our money and investments with the utmost care and really listen to our individual needs. That is so reassuring.”

“I really appreciate the feeling that I am getting genuinely personal advice aimed at my own particular circumstances, and the costs are reasonably apparent.” 

Thank you once again to those who completed the survey.


All our emails include an unsubscribe link and you can opt out at any time. Please see our privacy policy for more on how we take care of your information. (If you’re one of our lovely clients you’re already on the list!)