Name*
Address
Postcode
Daytime contact number
Email
Please rate each of the following questions against a scale where: 5 = Excellent, 4 = Good, 3 = OK, 2 = Poor, 1 = Dreadful
Satisfaction Factor Customer Rating (1 to 5)
Or NE if No Experience Customer Comments
MY ADVISER
1. My Adviser took time to understand my circumstances and my attitude to risk
Please Select
1
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5
2. My Adviser explained the proposals in language I understand
Please Select
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5
3. My Adviser’s written proposals were clearly expressed and easy to follow
Please Select
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5
4. My Adviser did not put me under any pressure to proceed
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5
5. My Adviser explained how my advice would be paid for and put this in writing
Please Select
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5
SUPPORT, PROVISION OF INFORMATION & ONGOING COMMUNICATION:
6. I can usually get hold of someone to help me with queries when required
Please Select
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5
7. I am kept up to date with valuations and reviews on a sufficiently frequent basis
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5
8. Your staff are friendly, courteous and helpful
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5
;
9. Your staff do what they say they are going to do within an agreed timeframe
Please Select
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5
10. Your letters, brochures and other communiqués are easy to understand
Please Select
1
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5
OVERALL EXPERIENCE:
11. I feel that the service you provide offers me value for money
Please Select
1
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5
12. I feel that my Adviser and your firm has treated me fairly
Please Select
1
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5
Please write a brief description of your experience, this may be used for marketing purposes, your permission will be sought first
Would you recommend this service?
If yes, please recommend:
Name*
Telephone number
Recommendation type
Please Select
Mortgage
Financial Review
General Insurance
Protection
Equity Release
Investments
Pensions
If no, why not?
