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Client Feedback

Feedback Survey
Strongly AgreeAgreeDisagreeStrongly Disagree
I was made fully aware of whether my adviser was ‘independent’ or ‘restricted’ prior / during our first meeting
I was issued with contact details of the firm/adviser at the start of our business relationship
My adviser fully explains the relevant risks involved when making any recommendation(s) in a way that I understand
I feel that my adviser listens and is fully aware of my financial needs / objectives before making any recommendation(s)
My adviser ensures that my attitude towards ‘risk’ is fully explored/explained and we agree on the final category prior to any recommendation(s) being made
My adviser explains any recommendation(s) in a manner that I can easily understand
My adviser does not pressurise me into accepting any recommendations) made
My adviser verifies that any recommendation(s) made are affordable at the time of the advice
Based on the level of service I have received from my adviser; I am happy to recommend him/her in the future to someone I know
I always receive a satisfactory response to any queries I raise with the firm and/ or my adviser
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