Service Promise

A business that gives great customer service necessitates a preoccupation with detail and a commitment to continued improvement. We are passionately focused on providing the highest quality customer service, as the best financial advice proposition in the world is worthless without true client focus.

How do we know we are exceptional at delivering a client focused service? Pretty simple really……we ask our clients! This allows us to design our service around what our clients want and keep doing the things they value.

To help you to decide if Davison Smith Financial Management is right for you it might be prudent to visit our testimonial page. But don’t take our word for it, read through some of the enthusiastic feedback we have received and see for yourself. If you would feel more comfortable speaking directly to a cross section of our clients, please let us know and this can be arranged for you.

The volume of new client referrals we get each week from existing clients suggests that our service standards are clearly setting us apart.

So just what can you expect? Our promise to you:

  • We will respond to all client telephone calls within 24 hours if it cannot be dealt with immediately.
  • Client emails to be answered within 12 hours of receipt – available 365 days a year.
  • Inspiration in developing your financial plan for the future.
  • Innovative ideas and approaches.
  • A service which is proactive and meticulous.
  • Highly qualified advice which is tailored to your needs.
  • An approach that you can understand, in a simple informative manner.
  • Integrity.
  • Advisers who are courteous, caring and trustworthy.
  • Value for money.
  • Advice you will value and trust.