Clients want contact 11 times a year - survey

Clients are more likely to give a negative review of their experience when interaction levels dip below this level, the survey said. Clients who see their relationship manager six times a year gave a satisfaction score of poor while this changed to moderate for those who see their adviser nine times. By contrast clients considered it a good service to be contacted 11 times a year. Related reading: FCA in-house funds review uncovers communication failings The survey was released by NPG Wealth Management, SEI and Scorpio Partnership after consulting 3,113 investors globally. ...