The
Jelf and Bluefin merger has been awarded ‘three stars’ by Investor in Customers (IIC) after undergoing rigorous assessment. It is IIC’s highest rating for exceptional client service.
The UK broker received high scores in understanding client needs, delighting customers, and creating loyalty. IIC analyses customer service, relationships, and the quality of the business’s services as part of the whole client experience.
Jelf and Bluefin chief executive Phil Barton said: “It is fantastic to gain independent confirmation in our first year as a combined business that we continue to deliver exceptional client services.”
He added that Jelf and Bluefin’s teams across the UK work “incredibly hard” to understand their clients.
“IIC forms a crucial element of our business strategy; we believe in continuous improvement, utilising feedback from our clients to ensure that we have everything in place to serve them in the best possible way,” explained Barton.
Charlie Williams, of independent IIC assessors CXCo Limited, said the group has again proven itself to be trusted advisers, “providing an excellent service and with a real understanding of what their clients need.”
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