Client Satisfaction Survey

We value the comments we receive from our client's and would be grateful if you would take a few moments to answer the following questions. Our aim is to ensure that we provide you with the best possible service and that we treat all of our client's fairly. Your answer will be treated in the strictest confidence and will be used to improve our service.

Name * Title First Last Suffix
Email *
Please provide the name(s) of the member(s) of staff you saw or spoke to: *
The information provided to you about our company and the scope of our services available from us was clear and understandable -

Please answer the question checking the box that most fits how you felt.
Additional Comment if any
The information provided to you regarding the cost of our service and how we get paid was clear and understandable -

Please answer the question checking the box that most fits how you felt.
Additional Comment if any
Our member of staff gathered sufficient information from you to be able to provide you with the service you have ask for -

Please answer the question checking the box that most fits how you felt.
Additional Comment if any
You fully understand your commitments to the product / service purchased and feel that the commitment is affordable?

Please answer the question checking the box that most fits how you felt.
Additional Comment if any
You understand why the product was recommended and are happy with the selection process -

Please answer the question checking the box that most fits how you felt.
Additional Comment if any
Your "attitude to risk" was assessed and was reflected in the recommendations we made.

Please answer the question checking the box that most fits how you felt.
Additional Comment if any
The explanation of any questions that you raised was clear and understandable -

Please answer the question checking the box that most fits how you felt.
Additional Comment if any
The information supplied to you about the product or service that was arranged for you was clear and understandable -

Please answer the question checking the box that most fits how you felt.
Additional Comment if any
Concerning the on-going service that we provide, this information was clear, understandable and provided to you within good time -

Please answer the question checking the box that most fits how you felt.
Additional Comment if any
Overall, the quality, speed and clarity of the service provided was in accordance with your expectations -

Please answer the question checking the box that most fits how you felt.
Additional Comment if any
The recommendation letter was clear and there are not any areas of the letter that you do not understand or that did not reflect your discussion with the adviser?

Please answer the question checking the box that most fits how you felt.
Additional Comment if any
If you have other comments or suggestions about our service or the way in which this could be improved please write this in the box below -
Thank you for taking the time to complete this survey.

Client Satisfaction Survey

Client Satisfaction Survey

Thank you for taking the time to complete this survey.