| THE ADVISER: |
Rating |
1. |
My Adviser took time to understand my
circumstances and my attitude to risk |
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2. |
My Adviser explained the proposals in language
I understand |
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3. |
My Adviser's written proposals were clearly
expressed and easy to follow |
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4. |
My Adviser did not put me under any pressure to proceed |
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SUPPORT. PROVISION OF INFORMATION & ONGOING COMMUNICATION: |
5. |
I can usually get hold of someone to help me with
Queries when required |
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6. |
I am kept up to date with valuations and reviews on
a sufficiently frequent basis |
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7. |
Your staff are friendly, courteous and helpful |
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8. |
Your staff do what they say they are going to do
within an agreed timeframe |
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9. |
Your letters, brochures and other written
documents are easy to understand |
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OVERALL EXPERIENCE: |
10. |
I feel that the service you provide offers me value
for money |
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11. |
I feel that my Adviser and your firm has treated
me fairly |
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12. |
Please detail below any additional comments you have about our service: |
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