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White Paper

Client Survey Report 2024

Research Aim: To examine the ethical concerns and values of our clients in relation to current national and international issues.

There have been significant changes across the world since we last issued a survey in 2019. It is important to ensure that we are up to date with our clients’ current concerns to guarantee that we are offering the correct financial options to them. We intend to use the results of this survey to inform our own practice as to the services we offer and to understand where our clients’ ethical appetites lie.

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