Quilter Financial Planning has adopted VouchedFor’s client survey system, Elevation, to support its network of advisers.

Elevation crafts questions and uses industry benchmarks and dashboards to help advisers meet their Consumer Duty requirements, as well as boost revenue.

The Financial Conduct Authority’s Consumer Duty, which was introduced by the regulator in July 2023, requires advice firms to collect and act on the relevant data to monitor and evidence good outcomes for their customers.

Following the successful adoption by many of its member firms, Quilter Financial Planning confirmed it would now be rolling out VouchedFor’s Elevation system across its network.

CEO of David James Wealth, which is part of the Quilter network, James Reiss, commented: “The Elevation data is incredibly helpful in identifying opportunities as well as areas we can consistently enhance our service and advice to our target clients. We’ve been successful at growing organically, and VouchedFor and Elevation have been key to that.”

Chief distribution officer at Quilter Financial Planning, Stephen Gazard, added: “We’re delighted to partner with VouchedFor to provide Elevation to our advisers. The system demonstrates our advisers’ excellent work for clients and highlights any opportunities to raise the bar.”

Since its launch three years ago, VouchedFor’s Elevation system now collects client feedback for over 10,000 UK advisers.

“Our mission is to empower advisers to make a greater impact for their clients,” said managing director at VouchedFor, Alex Whitson. “We’re thrilled that Quilter Financial Planning has chosen Elevation to support its advisers in delivering exceptional client outcomes at scale.”

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