Customer Feedback Survey Full Name What type of Financial Advice did you discuss with your adviser: What type of Financial Advice did you discuss with your adviser: Pensions Investments Savings IHT Mortgage Protection Other Other: How would you rate how well your adviser understood your financial needs and what you were trying to achieve? How would you rate how well your adviser understood your financial needs and what you were trying to achieve? Completely understood my financial needs and what I was trying to achieve Partly understood my financial needs and what I was trying to achieve Did not understand my financial needs and what I was trying to achieve How would you rate the quality of your adviser in explaining the product recommended clearly and in terms you could understand? How would you rate the quality of your adviser in explaining the product recommended clearly and in terms you could understand? Excellent Good Neither good nor bad Poor How would you rate the technical ability and knowledge of your adviser? How would you rate the technical ability and knowledge of your adviser? Excellent Good Neither good nor bad Poor Overall how would you rate our service? Overall how would you rate our service? Excellent Good Neither good nor bad Poor How would you rate our overall service against our costs charged? How would you rate our overall service against our costs charged? Excellent value for money Good value for money As expected value for money Poor value for money How likely are you to recommend Trevor Downing Financial Management (IFA) Ltd to your friends, family or colleagues? How likely are you to recommend Trevor Downing Financial Management (IFA) Ltd to your friends, family or colleagues? Definitely recommend Might recommend Would not recommend If you have any comments or suggestions for things we could improve on or do better, please let us know in the comments box below: Submit
