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Please take some time to let us know how you feel about us and our service


 
Your Name *
Your Name
Service Delivery
The clarification and explanation of the service to be provided by the firm.
The timely delivery of the service by the firm.
The helpfulness of any representative of the firm who you dealt with.
The way you were dealt with if you had to contact the firm’s offices for any reason.
The accuracy of the information provided to you by the firm.
The clarification and explanation of how the firm were to be paid.
The way you were treated by the firm when raising any queries relating to service.
The Adviser
The process the adviser went through to gain an understanding of your financial objectives.
The establishment, explanation and consideration of your attitude to risk.
The explanation the adviser gave you on how the product/advice was to work.
The interaction of your adviser with other professionals (e.g. accountant/solicitor)
The provision of objective and suitable advice for your needs.
The ability of the adviser to put you at ease and not make you feel you were under any undue pressure to commit.
The timing and delivery of the review by the adviser.
Communications
The clarity of any letters, brochures and any other documentation provided to you.
The timing and arrangements made to conduct a review with you.
The frequency of communications you receive from the firm.
The relevance of any communications sent to you by the firm.
The way you were treated by the firm when raising any queries on communications.
The overall standard of communications received from the firm.
Would you be happy for us to use your comments on our website?
We usually show testimonials in this format "DM, Mortgage Broker, Guildford" to preserve anonymity