Wealthflow Investor Insights

Wealthflow clients recently took part in the largest ever global investor feedback survey. Conducted by Dimensional Fund Advisors, the survey offered a global perspective on our client experience.

We want to share some of the incredible feedback we received:

‘I would say that Wealthflow has changed our lives. We have the confidence to enjoy a retirement pursuing our interests while fulfilling our financial goals. It feels like much more than we could have hoped for. Thank you – I’ve said that but I can’t say it enough.’ 

‘We are delighted with the first class service we receive and working with Duncan brings us a great deal of reassurance and confidence that our investments are being soundly managed.’ 

‘I have full confidence in their assessments and ability to communicate easily with me.’ 

‘Very approachable, understanding and professional and would go above and beyond to help with any queries I had.’ 

‘Offers very helpful support and we have great confidence in him.’ 

‘Very glad we have him on our side!’ 

‘I think he is absolutely wonderful and I’m so glad he is my adviser.’

We would like to thank all clients who contributed to the survey and for your wonderful comments. Your words are heartening.

Thank you.

Duncan

All survey responses received anonymously. All statements appear as originally entered by the survey respondent. Full report available on request.

Duncan R Glassey
Senior Partner – Wealthflow LLP

duncan.glassey@wealthflow.com

This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated. Errors and omissions excepted.