Essex adviser network signs VouchedFor deal to track client experience

Tools will help New Leaf monitor, evidence and improve its client experience

Sahar Nazir
clock • 1 min read

Boutique Essex-based adviser network New Leaf has signed a deal with VouchedFor in a bid to improve its client experience.

The firm, which comprises of 250 advisers, said the deal with VouchedFor will help use its client survey Elevation to collect client feedback and better meet the requirements of the Consumer Duty regulation. The deal also means that New Leaf can access Elevation data at a network level, providing it with dashboards that reveal specific actions it can take to improve service levels. New Leaf head of compliance Brad Kenworthy said: "Client feedback, gathered through Elevation, will enable us to build on this and encourage a culture of continuous improvement across the network." Vouch...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

News editor's view: Let's give it up for the small advice firms

News editor's view: Let's give it up for the small advice firms

The news editor's Friday Night Takeaway from 22 May

Isabel Baxter
clock 22 May 2026 • 4 min read
Women more likely to seek professional financial advice – research

Women more likely to seek professional financial advice – research

Twenty percent of women likely to seek advice

Sophia Panayi
clock 22 May 2026 • 2 min read
The expectation gap: Why suitable advice can still fail the client

The expectation gap: Why suitable advice can still fail the client

'The industry is moving from suitability, to understanding and now to expectation management'

Elly Dowding and Lee Coates
clock 22 May 2026 • 4 min read