How did you find the pre-advice stage of our advisory process? (Collecting information, completing the Fact Find, assessing your Attitude to Risk, discussing Fees).
The pre-advice stage was very good and all point that were not clear were explained fully and give us the reassurance we were looking for

How did Seymour’s service level throughout the process meet your expectation of a Financial Advisory Firm?

Exceeded my expectations
The service received was clear and concise and at each stage of the process we discussed the best options to meet our needs

Were you satisfied with the quality, depth and information provided to you in the report?
Yes – it allowed me to make an informed decision
The report was very comprehensive with clear graphs. However during the review process that areas that we did not fully understand were discussed and explained to our expectations.

Do you feel your advice was explained to you in a clear and transparent way?
Yes
All advice given was made clear throughout the process and examples were given to help our understanding.

Did Seymour Financial understand your objectives throughout the process?
Yes
Our objective were discussed in length and fully understood by our Advisor

Is there anyone in particular that you feel really excelled during the process? (if so, who and how?)
Felicita Wallace is our advisor, having dealt with other financial advisors previously, we felt Felicita understood our requirements and provided exceptional support throughout the process and explaining everything we wanted to know.

Is there anything we could do better?
No
There is always room for continuous improvement, however on this occasion throughout the process everything was great, and our expectations were fully met.

What was the most important thing you learned from the advisory process?
The most important thing for us was to get a better understanding of our risk profiles to ensure our money gives us the best return to meet our needs.

How did you benefit from the services provided by Seymour Financial?
It has given us a better understanding of our financial circumstances and how we can make better informed decisions regarding future investments and tax efficient savings.

Would you recommend Seymour Financial to your friends and family?
Yes

How satisfied are you with your client experience?
Very satisfied
Our experience of working with Felicita was very open and honest and we feel that we achieved our objectives at this stage.

Having completed the advisory service and seen the bespoke nature of your report, would you say Seymour Financial presents good value for money?
The advisory service we received was great, although we feel that the 3% initial charge was high compared to the average market rate of 2.4%. However, we feel the on-going charge of 0.7% is very reasonable.