Treating Customers Fairly - Your Personal Account Manager
(Please tick the most appropriate box)

1. One of the roles of your Personal Account Manager is to provide you with regular updates on work in progress, how do you feel they performed on this service standard?

2. How would you rate the overall experience with your Personal Account Manager in terms of providing a friendly and helpful service?

3. If you had any questions or enquiries during your time with us how efficiently do you feel your Account Manager handled these?

4. Where Applicable, how well did your Account Manager work with your other professional contacts e.g. Solicitor, Accountant?

Treating Customers Fairly - Your Advisor
(Please tick the most appropriate box)

5. At your first meeting with your Advisor, do you feel they listened to what was important to you, so that they fully understood your goals and objectives?

6. Did your Advisor fully explain how the company is to be renumerated, and its fee structure?

7. Were the services which we could provide for you clearly explained in a way which was easy for you to understand?

8. Do you feel that the particular product or service that we recommended to use was fully explained in terms which were easy for you to understand?

9. Do you feel completely satisfied that your Advisor provided you with unbiased and objective advice that suited your own personal needs and situation?

10. When considering your overall experience with us, would you be happy to recommend our services to others who might benefit from a meeting?

Thank you for taking the time in completing our questionnaire. If there are any further areas that you would like to make comments on or contact details of people you would like to refer to us then please use the space provided below, or alternatively please feel free to contact us.

Feedback Usage