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?
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Did you feel the explanation and justification for any fees was explained clearly ?
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Do you feel that your broker gained enough personal & financial information to enable a clear recommendation proposal within your budget ?
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Were these recommendations regularly recapped throughout and prior to your signed agreement?
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Was the company branded material clear and not misleading?
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Were you made aware of our complaints procedures in section 7 on the Initial disclosure document (CIDD)?
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Did the suitability letter you received clearly reflect your current requirements and were you confident our recommendations addressed your needs?
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Taking into account your whole experience with our company/broker would you recommend our services to others?
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Comments

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