Client Survey

We consistently review our practices to establish whether any enhancements could be made to the way in which we deal with our clients.

As part of this review we would welcome your feedback and would be grateful if you would please answer the following questions under the three areas:

  1. Service Delivery
  2. The Adviser
  3. Communications.

We would also welcome any other feedback you wish to provide in the comments section at the end.

Thank you for taking time to complete this questionnaire; your feedback will make a difference.

If there are any further areas that we could assist you with then, please do not hesitate to contact us.

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