Square Mile have launched a short survey to find out from you the most important issues impacting your businesses - with the intention of using the results to help develop the most relevant services for you.

We would greatly appreciate if you could take some time to share your views so we can establish any common themes, consolidate this information and of course share the final output.

Thank you in advance for your input.

Your Details

1. How do you spend your time?
(prioritise from 1 to 5, where 1 is most time and 5 is least time)

Choose rating
Face to face with your clients
Strategy setting
Dealing with compliance/ regulation issues
Admin
Internal management
Other

2. Where do you feel you add most value to your clients?
(prioritise from 1 to 5, where 1 is most time and 5 is least time)

Choose rating
Investment
Tax planning
Goal setting
Other

3. Which area provides the best opportunities for growth in your business?

Choose option
Goal setting
Cashflow management
Tax planning
Investment
Other

4. What do you think is the biggest risk to your business?

Choose option
Regulatory burden
Client capacity constraints
Platform service and infrastructure
Obtaining cost effective PI cover
Other

5. How are external parties used in your investment process?

Choose option
Fund panel creation
Discretionary fund management
Investment committees
Reporting (Governance role)

6. Do you currently use any of the following as core offerings for your clients?
(tick all that apply)

Choose options
Own discretionary
Discretionary - outsourced
Advisory - own CIP
Advisory - outsourced CIP
Other

7. Do you service your mass market clients with any of the following propositions?
(tick all that apply)

Choose options
Multi-Asset funds - wide market
Multi-Asset funds - platform
Multi-Manager funds
Managed portfolios
A combination of the above
Other

8. What do you find the most effective way of communicating with your clients?
(tick all that apply)

Choose options
Email
Face to face
Telephone
Secure web link
Other

9. How would you prefer to receive information on stock markets/funds?
(tick all that apply)

Choose options
Hardcopy
Email
Video
Podcasts
Other

10. Which third parties do you use for research?
(tick all that apply)

Choose options
FE
Square Mile
Morningstar
RSMR
Fundcalibre
The Adviser Centre

Contact Us

For any queries about the survey or for more information on Square Mile and our services then please do get in touch at info@squaremileresearch.com or alternatively, if you would like a member of the Square Mile team to contact you please fill out the details below.

Please enter a valid email address.

Contact Us

For any questions about the survey or for more information on Square Mile and our services then please do get in touch.

info@squaremileresearch.com