Client reference*

Do you feel we obtained sufficient information regarding your personal and financial circumstances prior to making a recommendation?

Do you feel we fully discussed your understanding of investment risk / attitude to risk?

Do you feel the adviser explained the product (s) clearly and in a way you could fully understand?

Did you receive a document illustrating the key facts of the product recommended and did this accurately describe the product?

Have we provided a written, clear explanation of why the product was chosen and accurately detailed the terms of the product?

Do you feel that we had your interests in mind when making our recommendation?

Would you use the services of your Adviser again?

Would you recommend our services?

Please rate the overall service:

If you have any further feedback, please include your comments here:

Financial Planning

Customer Survey