What our customers say...

In March 2012 we undertook a stakeholder questionnaire. Individual responses are recorded below.

 

  • “Sound professional advice related to our financial needs fully explained with courtesy with which we have built a good rapport with AFWM”
  • “A personal service from a professional who is knowledgeable about our circumstances and needs”
  • “Logical and informed pursuit of goals. Forward planning of strategies to deal with possible future events.”
  • “The personal touch!”
  • “Personal one to one service of highest quality, willing to visit client speedily and at home if more convenient.”
  • “Independent advice and excellent customer care.”
  • “Friendly, personal advice from someone we trust, including the creation of an ethical portfolio specifically designed to meet our requirements.”
  • “Great advice. Reliable, effective.”
  • “An excellent understanding of the details of my portfolio and my needs and expectations.”
  • “Courtesy and patience and much valued advice.”
  • “It is always possible to talk to someone very quickly, even outside scheduled meetings”
  • “I have total confidence in the advice I have been given and no pressure has ever been put on me to increase my investment.”
  • “Dealing with someone who understands our financial needs, and acts on our behalf, swiftly.”
  • “Personal service and the assuring knowledge that AFWM Ltd is doing the very best for us.”
  • “I have never had cause to doubt that AFWM Ltd works in my best interest, taking time and care to ensure that I understand reasons for any changes.”
  • “When a problem arose I was able to talk to John Waldie even though he was on annual leave, after discussing problem with office staff.”
  • “We have a confidence in John that has built over the years he has looked after us. We feel he always does his best in a friendly and professional way.”
  • “Always willing to provide good advice.”
  • “Personal service, courtesy, successful investment.”
  • “Personal service and continued review of investments.”
  • “We have dealt with John Waldie for many years and have built up a good one to one relationship. He provides sensible, well-rounded plans that fit with our “minimum risk” ideas for our investments.”
  • “The way you make me feel relevant and that your advice is suited to my needs.”
  • “One to one relationship - always seeing the same person.”
  • “Been well satisfied over the several years of doing business.”
  • “I always get a prompt reply to any queries, or responses to messages left for unavailable staff.”

Back to Top

Accountancy Staff Working in CornwallAccountancy in Cornwall Coast to CoastAccounting Calculations in Cornwall

Web Design by Aawen design