Client Feedback Questionnaire

Please enter the name of your advisor
Please let us know how would you rate the way you were greeted by us when you visited our offices
If poor or fair, how do you think we could have improved our service to you
Please let us know how would you rate the approachability and friendliness of your adviser
If poor or fair, how could we have improved this for you
Please can you rate the level of confidence you had in your adviser to act in your best interests
If poor or fair, how could we have improved this for you
Please can you rate our understanding and commitment to the action that was taken on your behalf
If poor or fair, how could we have improved this for you
Please can you let us know how well did we communicate with you whether by telephone, letter, e-mail or face-to-face
If poor or fair, how could we have improved this for you
Please can you let us know how well did we explain things to you
If poor or fair, how could we have improved this for you
Please can you let us know how well did your advisor listen to what you had to say
If poor or fair, how could we have improved this for you
Please can you let us know how would you rate our service to you in terms of the time taken
If poor or fair, how could we have improved this for you
Please can you let us know how would you assess our service for you
If you have any suggestions for how we could improve things that have not been dealt with above, please comment here.
Please can you let us would you use our firm again
Please can you let us know would you be likely to recommend this firm to others

Thank you for your time and trouble in completing this form. We welcome your views and opinions and any feedback you offer will be extremely valuable for our future training and development.

If you would like us to contact you to discuss any of the issues raised, please complete your name and address below.

Please enter your name
Please enter your address
Please enter the verification code

Any data that you submit using this web form will be held by our company as Data Controller and will be held securely for 6 months before being securely and confidentially destroyed. Your data will not be disclosed to any third parties without your consent or as otherwise allowed by the relevant Data Protection legislation and will only be used for responding to your query (or purposes associated with that purpose).

You have the right to be informed about what data we hold about you along with other rights set out in the legislation. Further information about your rights under the data protection legislation can be found at www.ico.org.uk

Full details can be found on our website at Data & Privacy Notice .