Overview
The Raymond James Client Opinion Survey is designed to seek feedback from investor clients about the service they receive from their wealth manager. The survey is carried out every two years, with the most recent being distributed in early 2024.
Raymond James, Monument is committed to acting in the best interests of our clients at all times. The Financial Conduct Authority (FCA) refers to this as “Consumer Duty”, which is a core part of their approach to regulation and ensures that clients receive good outcomes when doing business with regulated firms.
You can find the overall results for Raymond James UK below.
Raymond James UK Overall – Survey highlights
96% of clients are satisfied or very satisfied with the service they receive from their wealth manager.
85% of clients said their portfolios have performed in-line with or above expectations.
98% of clients are likely or very likely to continue using our services.
98% of clients see services as having either a fair, good or excellent value for money.
The survey was sent to 9,380 investor clients with 2,247 responses, carried out between 23 January – 23 February 2024.
