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Introducing the Elevation Client Feedback Survey

Tonya Fisher, Strategic Relationship Manager
02/07/2025
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To help inform us on how to enhance the experience we deliver to our clients, we have introduced the Elevation Client Feedback Survey, powered by VouchedFor who are recognised as the number one adviser review site.

This new initiative reflects our ongoing commitment to continuous improvement and ensures that our client voices remain central to how we operate.

How it works

Every two months, a carefully selected group of our clients will be invited to take part. The clients to be included are identified following the annual review meeting held with their Consultant, and confirmation is sent following this meeting that the advice we have provided remains suitable.

Ahead of embarking on issuing the survey to our client, their consultant will be asked to review the list of clients identified and to approve the selection. To ensure we are gathering fresh and relevant insights, clients who have recently participated in other feedback initiatives, for example, our Client Listening Programme, will be excluded.

We feel it is important to provide our clients with the opportunity to opt out before the survey is issued, so clients will receive a short notification giving them this option. Once the survey has been issued by VouchedFor, if no response is received within a week, a gentle reminder is automatically issued.

To maintain a respectful and balanced approach, our clients will not be re-contacted for feedback within a two-year period. All responses will be kept confidential and will contribute to the enhancement of our services, where we aim to meet and hopefully exceed expectations.

We believe this new approach will provide valuable insights and help us continue to elevate the quality of our service on an ongoing basis. We would like to thank all our clients who take the time to share their feedback.

Our Client Feedback

View a summary of the latest survey results, Our Client Feedback, which will be updated regularly following each feedback cycle.

Get in touch


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