As part of our ongoing commitment to Treating Customers Fairly, we  send our clients post-sale questionnaires for feedback on the service they have received from us.

Results displayed are for first and second quarters, 2010.

Click on the questions asked below to view the results.

Q1) I feel that the firm listens to my needs

Q2) All staff within the firm are helpful, polite and understanding

Q3) I understand what I am being charged for, in relation to ‘advice’ and/or ’service’ being offered by the firm

Q4) I was issued with contact details of the firm and my advisor at the start of our business relationship

Q5) I was made full aware of the ‘Advice Process’ during the first meeting I had with the firm/my advisor and know exactly what to expect

Q6) I am contacted by my adviser before any incentive/fixed term period on my  current mortgage ends, with the aim of reviewing my mortgage arrangements

Q7) I was made fully aware of whether my adviser was independent or tied prior/during our first meeting

Q8) Based on the level of service I have received from my adviser, I am happy to recommend him/her in the future to someone I know

Q9) My adviser always kept appointments we have arranged

Q10) I feel that my adviser listens and is fully aware of my financial needs/objectives before making any recommendation

Q11) My adviser did not pressurise me into accepting any recommendation made

Q12) My adviser ensured that my attitude towards risk is fully explored/explained and we agree on the final category prior to any recommendation being made

Q13) My adviser verified that any recommendation made are affordable at the time of advice

Q14) My adviser fully explained the relevant risks involved when making his/her recommendation in a way that I understood

Q15) I received a written report/letter following any recommendations made

Q16) I am made fully aware of exactly how I will be paying for financial advice I receive and the exact cost prior to any advice being given

Q17) Any written report(s)/letter(s) I receive are clear and contain a concise record of events

Q18) I always receive a satisfactory response to any queries I raise with the firm and/or my adviser

Q19) I am kept up-to-date with the value of my investment on a regular basis

Q20) Written correspondence I receive from my adviser is easy to understand

Q21) The firm’s website is easy to navigate

Q22) I am fully aware of what to expect from the firm/my adviser should I have the need to make a complaint