Equity Life UK | Equity Release plans | Mortgages Maidstone Kent England UK Equity release mortgage

PRIVATE CUSTOMER SATISFACTION & FAIRNESS QUESTIONNAIRE


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Please rate each of the following questions against a scale where: 5 = Excellent, 4 = Good, 3 = OK, 2 = Poor, 1 = Dreadful
Satisfaction Factor	Customer Rating (1 to 5) Or NE if No Experience	Customer Comments
MY ADVISER
1. My Adviser took time to understand my circumstances and my attitude to risk
2. My Adviser explained the proposals in language I understand
3. My Adviser’s written proposals were clearly expressed and easy to follow
4. My Adviser did not put me under any pressure to proceed
5. My Adviser explained how my advice would be paid for and put this in writing
SUPPORT, PROVISION OF INFORMATION & ONGOING COMMUNICATION:
6. I can usually get hold of someone to help me with queries when required
7. I am kept up to date with valuations and reviews on a sufficiently frequent basis
8. Your staff are friendly, courteous and helpful		;
9. Your staff do what they say they are going to do within an agreed timeframe
10. Your letters, brochures and other communiqués are easy to understand
OVERALL EXPERIENCE:
11. I feel that the service you provide offers me value for money
12. I feel that my Adviser and your firm has treated me fairly
Please write a brief description of your experience, this may be used for marketing purposes, your permission will be sought first

Would you recommend this service? Yes No
If yes, please recommend:
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If no, why not?

Equity Life UK Limited is an appointed representative of Sage Financial Services Limited which is authorised and regulated by the Financial Services Authority.

Sage Financial Services Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 150452

Equity Life UK Ltd. Registered Office: 80 King Street Maidstone Kent ME14 1BH. Registered in England No. 6164416.

The guidance within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

For advice on any of the above, Contact Us now.

REQUEST CALL BACK or EMAIL

Equity Life UK
80 King Street
Maidstone
Kent
ME14 1BH

Tel: 01622 759115
FAX: 01622 759888

EMAIL:
info@equitylifeuk.com

Andrew McCrossan
CeMAP Ce RER MP BA

Recommend a friend and earn £75
- Cash or Vouchers

PRIVATE CUSTOMER SATISFACTION & FAIRNESS QUESTIONNAIRE

Recommend a friend and earn £75 - Cash or Vouchers

Recommend a friend and earn £75
- Cash or Vouchers