Firm urges advisers to obtain feedback for developmental purposes

Those who do not are ‘only cheating themselves’

Isabel Baxter
clock • 2 min read

Advice firms who neglect to invite all their clients to give feedback “are only cheating themselves”, says IronMarket Wealth director Rob Heath.

The director of the wealth and investment management firm shared this view after recent data from a client survey - Elevation - highlighted areas for IronMarket Wealth to improve relating to the ‘price and value' and ‘consumer understanding' outcomes of the Financial Conduct Authority's (FCA) Consumer Duty. Heath set out an expectation in January this year that all IronMarket's clients would have the opportunity to give feedback after every meeting with their advisers. "It is only by asking all our members for feedback that we can uncover our blind-spots and identify areas which need ...

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