Recent Articles

How Efinity used client feedback to strengthen vulnerability support – and win Small Mortgage Advice Firm of the Year

Josh Hill, Principal of Efinity, leads a directly authorised mortgage brokerage with five advisers and a simple belief: listening well builds lasting relationships.For years, the firm tried collecting client feedback...

How Just Mortgages built award-winning service on client feedback

For a business with 650 mortgage advisers across both employed and self-employed models, delivering a consistently great client experience is no small feat.For Just Mortgages, the turning point came two...

How GPFM deepened client trust using strategic feedback

When this 24-year-old firm started systematically asking clients for feedback four years ago, it helped reshape how they operated. Now, they've won VouchedFor's Client Trust Award and achieved something remarkable:...

New Resources

Looking to grow your advice business?

Discover tools that increase prospect conversion, recommendations and power Consumer Duty requirements.