CLIENT SURVEY

Please provide us with valuable feedback.

Client feedback is extremely important to us. It helps us ensure we provide a high standard of customer service, therefore, we would appreciate if you would complete our simple feedback survey. All answers and information you provide will be kept confidential and secure at all times.

Title

First Name

Surname

Client 1

Client 2

Name of Adviser

Q1

Do you feel that the adviser asked enough questions about your financial and personal circumstances to make a recommendation?

Q2

Do you feel that the adviser explained in detail the key features of the recommended product?

Q3

Do you feel that the Key Facts Illustration detailed the key features of the recommended product clearly?

Q4

Do you feel the adviser was clear in his/her explanations and answered your questions clearly?

Q5

Do you feel the adviser recommended the solution which best addressed your needs?

Q6

Would you recommend your adviser to someone else?

We hope that you have been happy with the service provided.  We would be grateful if you could express your comments about your overall experience in dealing with us, as we would be delighted to add your comments on this Website in the testimonial section.  If you are happy for your comments to be published on our website, please complete your comments below

Thank you for taking the time to complete our client feedback survey. Please click the submit button to finish the survey.

Feedback Survey