At Wealth Matters, the client is at the heart of everything we do – every decision we make is with the client in mind. To some extent every firm has to think of the clients, but we believe that our dedicated approach sets us apart in this respect.

We asked Alison Howe, one of our Client Relationship Managers, for her view on why customer service is so important at Wealth Matters.

Hi Alison. You’re on the front lines working with clients every day – why is customer service so important to you?

ince I’m in a service role, it is very important to me that clients are happy with how I work with them. Treating each client as I would wish to be treated, as an individual rather than a number, is really important. Great service promotes trust and, in turn, better communication.

One of our company values is ‘make the client love you’. What does this mean to you?

To me this means forging and building relationships with clients based on trust and knowing our client inside out. It’s about authentic person-to-person relationships.

Does that mean you like to get to know all the clients you look after? If so, why?

Absolutely. Building relationships with clients is important to me. I want all clients to feel happy to contact me with any questions they may have and knowing me well makes them feel more comfortable to do that.

What can a client expect when they visit the Wealth Matters office for their review meetings?

We have a designated parking space for clients when they visit, right outside the office door. They will be greeted at the door and warmly welcomed by our staff. We’ll have tea or coffee and biscuits ready and waiting. We want all client visitors to have an enjoyable, personal experience when they visit us. If Toby is around, they can also enjoy some canine company!

Do you feel that our company stance on customer service sets us apart?

Definitely. We really value our clients and appreciate the trust they place in us. Outstanding service is our way of repaying this.