Private Customer Satisfaction and Fairness Questionnaire

Name
   Email Address
THE ADVISER: Rating
1.
 My Adviser took time to understand my circumstances and my attitude to risk
2.
 My Adviser explained the proposals in language I understand
3.
 My Adviser's written proposals were clearly expressed and easy to follow
4.
 My Adviser did not put me under any pressure to proceed
SUPPORT. PROVISION OF INFORMATION & ONGOING COMMUNICATION:
5.
 I can usually get hold of someone to help me with Queries when required
6.
 I am kept up to date with valuations and reviews on a sufficiently frequent basis
7.
 Your staff are friendly, courteous and helpful
8.
 Your staff do what they say they are going to do within an agreed timeframe
9.
 Your letters, brochures and other written documents are easy to understand
OVERALL EXPERIENCE:
10.
 I feel that the service you provide offers me value for money
11.
 I feel that my Adviser and your firm has treated me fairly
12.
 Please detail below any additional comments you have about our service:  
 
 
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