Client Feedback


Treating Customers Fairly - Client Questionnaire

As part of our commitment to treating our customers fairly, we would welcome your feed back on our products and services.

Please take a moment to complete our Client Satisfaction Questionnaire which will be used to evaluate and improve the services we provide.

Thank you for your feedback, we appreciate you taking the time.

Client Name 1

Title

Forename(s)

Surname

Client Name 2

Title

Forename(s)

Surname

Adviser

Name of Adviser

Questions

Q1. Please rate the thoroughness with which your Adviser went about the process of obtaining sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction?

We'd appreciate you providing more feedback here

Q2. Do you feel that you and your Adviser fully discussed your understanding of Investment Risk and that your recorded attitude to risk matches the product you have chosen?

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Q3. Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand?

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Q4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?

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Q5. Do you feel that the Suitability Report provided a clear explanation of why the product was chosen and accurately detailed the terms of the product recommended?

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Q6. Please rate the clarity with which your Adviser made his/her explanations and their ability to handle your questions during the process

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Q7. Please detail any aspects of the service provided by your Adviser which might have been improved?

Q8. Please rate how well you think your Adviser considered and prioritised your interests when making their recommendation?

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Q9. Would you use the services of your Adviser again?

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Q10. Overall how would you rate our service?

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Email Address

Your Privacy

We take your privacy seriously. Personal data submitted to City Financial Planning Limited with this form will be treated in accordance with the General Data Protection Regulation 2016 and the Data Protection Act 2018.

The internet is not a secure medium and the privacy of your data cannot be guaranteed.

Personal Finance

British banks last month approved the greatest number of mortgages since June 2018, a tentative sign that the worst of the housing market's slowdown ahead of Brexit may have passed, data showed on Friday.
British households reported the strongest growth in at least a decade in their earnings from work, a survey showed on Tuesday, suggesting that consumers and their spending can keep on supporting the economy during the Brexit crisis.
Asking prices for British homes rose by the most in over a year in the four weeks to April 6, a survey showed, adding to other tentative signs that the housing market may have passed the worst of its slowdown ahead of Brexit.
The cost of a comprehensive motor insurance policy fell one percent in Britain in the first quarter, pushed down by uncertainty around the rate used to calculate compensation for personal injuries and the Civil Liability Bill, a survey showed.
Britain's water industry regulator said on Thursday it agreed reductions in bills of between 5 percent and 15 percent with three of the country's main utilities in its draft approvals of their pricing and investment plans for the next five years.