Feedback Form

    Your Name (required)

    Your Brokers' Name (required)

    Your comments may well be used in your brokers' suitability and performance appraisal

    1=Poor, 5=Very Good

    Was the scope of our service on offer explained thoroughly at outset?

    Did you feel the explanation and justification for any fees was explained clearly ?

    Do you feel that your broker gained enough personal & financial information to enable a clear recommendation proposal within your budget ?

    Were these recommendations regularly recapped throughout and prior to your signed agreement?

    Was the company branded material clear and not misleading?

    Were you made aware of our complaints procedures in section 7 on the Initial disclosure document (CIDD)?

    Did the suitability letter you received clearly reflect your current requirements and were you confident our recommendations addressed your needs?

    Taking into account your whole experience with our company/broker would you recommend our services to others?


    I am happy for my comments to be used in testimonials.. You may also use my comments on social media