Client Satisfaction Survey

Please help us to improve our services by completing this survey. The entire survey will take less than 5 minutes to complete.

Overall, how satisfied are you with the services our firm provides you?






How responsive are we to your needs?






How well did the final outcome meet your expectations?




Please rate your satisfaction with our ability to understand your needs






How likely are you to recommend our services in the next three months?






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 Our Values


Unlike most large financial planning companies, PWS, its Corporate Authorised Representatives and its advisers are not tied to any financial institution, bank or insurance company. We are free to recommend products that we feel suit our clients’ needs.

Central to our success is a commitment to several core values:

  • putting the clients’ interests first at all times
  • placing a premium on professionalism
  • adopting a holistic approach to financial planning including collaboration with our clients’ accountants and solicitors
  • recognising the importance of extensive research, and
  • focusing on the long-term goals of our clients
We offer personal advice for each client, who is treated as a valuable customer – not just a member.