Private Customer Satisfaction & Fairness Questionairre Print E-mail
Name
Address
Postcode
Email
Daytime contact number
Satisfaction Factor
My Adviser
1. My Adviser took time to understand my
circumstances and my attitude to risk
Customer Rating
Customer Comments
2. My Adviser explained the proposals in a
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
Suport, 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
communication 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 fairlyey
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?
If yes, please recommend:
Name
Telephone number
Recommendation type
If no, why not?