What our clients think

The proof of the pudding is what our clients think of us. We asked them to rate us on key areas (10 being the highest score): (survey in May 2021).







What our clients say

Here's a selection of candid comments from some of our clients:

The service you provide is excellent. Everyone in the team is super responsive to questions, you are totally straight forward and everything feels like a really personal service. As a client I feel very valued.

Candid convey integrity and inspire confidence. Their service is attentive and personal, keeping us informed and always responding quickly to any queries we may have. They are knowledgeable about our circumstances and investments and always have our best interests at the forefront of their advice.

Very happy I decided to move my investments to Candid. You are much more approachable and open than previous advisers I have dealt with. I hope to remain a satisfied customer for many years to come.

We spoke with a few financial advisers before coming across Candid. From the first conversations we knew we were dealing with a company that had integrity at its heart and was a company that we could confidently trust.

Your service is second to none, personal, responsive, accessible, and trustworthy. We feel privileged to be your clients.

I've found all my dealings with the team excellent. They respond thoughtfully to any questions I've had and resolved any problems quickly. I would recommend Candid to family and friends without reservation.

It’s been an enormous weight off my mind handing over the responsibility of making investment decisions to a team I trust.

The service provided is always very efficient and Ian and the team are very friendly and easy to deal with. I also like Justin’s public stance on costs. I find their down to earth approach very refreshing and reassuring.

I wish you every success. The wealth management industry needs to learn that putting their clients interests first is also, in the long term, in their own best interests. Keep it up!