Improving your experience

Fair treatment of clients when providing advice and service is high on our priorities and we recognise that it goes beyond just having a satisfied client. We regularly review our practices to ensure clients are being treated fairly and to consider any changes we could make to further improve our approach.

As part of this review we seek clients’ feedback on their recent experience and to assist us, we ask if you would please complete our brief questionnaire.

RATE YOUR ADVISER

1: Your adviser’s explanation of their service

For example, the type of products they could offer and range of product providers available

2: Your adviser’s explanation of how they would be paid

Do you know if there is a fee involved for their services or if your adviser will receive commission from the product provider?

3: Your adviser’s understanding of your financial requirements

For example, were you given the opportunity to provide enough information on your needs and objectives? Did subsequent contact reflect your adviser’s awareness of your personal and financial circumstances, goals and aspirations?

4. Explanations on how the products discussed work

For example were any risks as well as benefits explained clearly? Did you feel informed and confident with the options outlined?

5: Helpfulness of your adviser in answering your queries

Were they responsive and timely?

Submit

YOUR PRIVACY GUARANTEED

We treat all responses anonymously but use the de-personalised information to provide feedback to our advisers and support our development activity. Your participation in this survey will not result in your details being used for marketing purposes.

How you rated our Advisers

Adviser’s explanation of their service
Adviser’s explanation of how they would be paid
Understanding of your financial requirements
Explanations on how the products discussed work
Helpfulness in answering your queries

4.9

Summary

Feedback is gathered from clients where we have completed the case successfully & is based on Mortgages, Remortgages, Buy To Let Mortgages, Life Insurance, Buildings & Contents Insurance, Critical Illness Insurance or Accident Sickness & Unemployment Insurance products.

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Improving your experience

RATE YOUR ADVISER

How you rated our Advisers

Your home may be repossessed if you do not keep up repayments on your mortgage