Customer Feedback 2015

Hello and welcome to our 2015 client survey.
We would really appreciate it if you could complete our short survey.
If you could answer each question by clicking the appropriate number of stars 1 to 5. Five stars is the highest score and one the lowest.
It will only take 5 minutes and the results will be used to help us improve the service we offer. If you have any comments please feel free to enter them in the comments section at the end.

You details

* First Name :
* Last Name :
Email Address :

Support

* My calls and emails are returned promptly.

* Any problems I encounter are resolved quickly

* My statements are clear and easy to understand.

* The frequency with which my advisor contacts me meets my needs.

Risk, Goals and Returns

* I am comfortable with the level of risk of my portfolio.

* The long-term performance (6+ years) of my plan/portfolio meets my expectations.

* My advisor takes a proactive approach to managing my plan/portfolio.

* I have a clear plan in place for retirement/to meet my financial goals

Added Value

* My financial advisor gives me peace of mind.

* My advisor adds value above and beyond investment performance.

* Difficult financial concepts are explained clearly.

* The range of services my financial advisor provides meets all of my financial needs.

* My advisor puts the needs of me and my family first, when making recommendations regarding our plan or portfolio.

Adviser Relationship

* I have a strong personal relationship with my advisor.

* My advisor fully understands my goals for the future.

* My advisor puts the needs of me and my family first, when making recommendations regarding our plan or portfolio.

Comments/Suggestions: