IFA Investor Survey

For over a year now we have talked to, trained and approached many IFA firms. We have many enthusiastic supporters. We have learnt though, that the general IFA’s perception of this market and their clients views and objectives, are often, not aligned.

So how could we show IFA’s that they might be behind the times. How could we show them they may be missing a trick? How could we help them generate more business?

The answer is the Positive Pennine client survey. To aid the adviser all reference to Pennine Wealth Solutions or Positive Pennine has been removed from the survey. IFA’s can brand the survey to their own name and logo.

There are 3 parts to the survey:

  1. A covering letter to your client.
  2. A short Impact Report, to enable the client to be clearer about what we are alluding to.
  3. The survey itself.

A. A covering letter

B. A short Impact Report

C. The survey

C. The survey

C. The survey 60.43 KB 31 downloads

Results of the survey so far

The results are obviously available to the individual IFA immediately. Positive Pennine asks that you collate data from your survey to help us monitor the bigger picture. For client data protection purposes clients’ names and addresses are only available to the IFA firm and not ourselves.

Click below for the amalgamated results from the first IFAs. This survey was done in July/August 2017. These will be updated on a regular basis.

Survey Results July/August 2017

Positive Pennine – Impact investing solutions
Call us on: 0800 161 5052