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Submissions
Every private client firm in the market can take part in our research by completing our short research form. The form asks for basic data about the firm, its key advisers and its work.
To make a submission, complete the form:
Research form
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The more detailed your submission the more chance there is for the firm to be profiled accurately in the guide so please provide as much information as you are able.
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Please ensure that any confidential information is clearly highlighted.
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All companies and advisers who take part in the research are encouraged to provide client referees to support their inclusion in our rankings. See below for our guidelines around data protection.
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We strongly suggest that you ask permission from all your client referees before passing their details to us.
Client details and data protection
We understand the importance of your client relationships and therefore we offer the following safeguards to ensure that all client referee details provided to us are handled correctly.
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Client referees are only contacted ONCE. This is done via email.
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Client details ARE NOT STORED. Once we send the client referees our feedback email their personal details are deleted.
The client feedback survey focuses solely on the quality of advice given by the advisers concerned. We do not ask clients about the details of their work.
No information from the client feedback survey is published. Sponsored firms can choose to include select client feedback as part of their profile package.
In our correspondence with the clients we always explain who we are and which firm has provided their details.
We will always contact you 3-5 days before sending our client feedback email highlighting when we will send the email to the clients and from which email address. It is a good idea to remind your clients to expect an email from us.
Interviews
During our research we aim to speak to as many market participants as we can. Interviews are a great opportunity for our analysts to learn about an adviser’s scope and specialities. They also provide a chance for advisers to nominate counterparts, colleagues and contacts from their network.
The more information we have the more detailed our coverage can be and the easier it is for us to guide our audience to the advisers they need.
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Project Name
This is your Project description. Provide a brief summary to help visitors understand the context and background of your work. Click on "Edit Text" or double click on the text box to start.
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Project Name
This is your Project description. Provide a brief summary to help visitors understand the context and background of your work. Click on "Edit Text" or double click on the text box to start.
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Project Name
This is your Project description. Provide a brief summary to help visitors understand the context and background of your work. Click on "Edit Text" or double click on the text box to start.
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Project Name
This is your Project description. Provide a brief summary to help visitors understand the context and background of your work. Click on "Edit Text" or double click on the text box to start.
