A national wealth manager has hailed its commitment to providing “open and transparent advice” after landmark customer appraisal.
Fairstone has surpassed 10,000 reviews on Trustpilot.
Bosses say the figure is a first for the wealth management industry, with Fairstone’s client satisfaction score of 98 per cent securing “its position as the most trusted wealth advisory firm in the UK”.
The milestone comes amid wider growth at Doxford Park-headquartered Fairstone, which manages £15 billion of client investment assets and has completed takeover deals for companies including County Durham-based Advanced Financial Services in recent weeks.
Lee Hartley, chief executive, said: “Our team of more than 1200 experts across the UK, including our support teams, has worked tirelessly to ensure clients receive the highest standard of service.
“Our commitment to delivering outstanding client outcomes and whole-of-market advice underpins everything we do.
“Our independent reviews on Trustpilot offer both new and existing clients full transparency around our service and provide a platform to share impartial feedback of their Fairstone experience.”
He added: “We track three critical customer performance metrics – our 98 per cent client satisfaction rate; 94 per cent repeat advice rate; and more than £6 million of investment cost savings we deliver to our clients annually.
“Each of these metrics underscores the value we bring to clients in a holistic and balanced manner.”
March 15, 2024