Recent Articles

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How GPFM deepened client trust using strategic feedback

10th September 2025
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:...

How Westminster Wealth won two awards through feedback-driven adviser development

10th September 2025
Westminster Wealth has a simple but ambitious goal: to be the UK’s number one independent chartered financial planning firm.  The firm has 60 advisers, managing just under £3 billion in...

How insights in client feedback helped Mortgage Seeker Ltd double referrals in 12 months – and win the Client Care Award.

13th August 2025
Most firms focus on the 20% of clients who leave feedback. Mortgage Seeker took a different approach by engaging those who don’t.The firm also drove impressive growth by proactively asking...
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Free webinar: Lessons one firm learned from their annual board report

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How one mortgage adviser gained 300 clients in 2023 webinar

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Culture Governance & Accountability Webinar Recording

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