Help us improve our service

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.

  • - Your Adviser -
  • Alistair Norton
  • Barry Newton
  • Carl Connell
  • Chris Gauntlett
  • Christopher Evans
  • Craig Coyne
  • David Horniblow
  • Gary Molden
  • Ian Randle
  • Jill Stanley
  • Joanne Kay
  • John Baker
  • Karl Lawton
  • Kevin Bower
  • kim chevers
  • Lawrence Lee Baw
  • Lee Dowdy
  • Luke Spellman
  • Lynsey Durrant
  • Majid Khan
  • Martin Oakland
  • Nicholas Bentley
  • Norma Bradford
  • Philip Gerrish
  • Rebecca Turner
  • Ross Hampton
  • Rumi Miah
  • Sam Dorn
  • Sarah Daniell
  • Simon Walton
  • Steve Barron
  • Steve Woodburn
  • Susan Abbott
  • Thomas Bowler
  • Tony Treble
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?
Would you like to speak to your adviser about any of the following
  • - Select as many as you are interested in -
  • Mortgages
  • Life Insurance
  • Critical Illness Insurance
  • Buildings & Contents
  • Income Protection
  • Accident, Sickness & Unemployment
  • Pensions
  • Investments

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


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.

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