Elementum - Independent financial Advisors

Please rate the service which you currently receive from us,
where 1=Poor and 5=Excellent

Section One: Service
Service is well defined – I know what I am getting
1	2	3	4	5
Service is always provided in a timely manner
1	2	3	4	5
All staff in the business are very helpful
1	2	3	4	5
I can always get hold of the right person
1	2	3	4	5
The business holds accurate information about me
1	2	3	4	5
I understand what I am being charged for service and advice
1	2	3	4	5
The business ‘treats its customers fairly’
1	2	3	4	5
Additional Comments:

Section Two: The Advisor
The Adviser took time to understand my needs
1	2	3	4	5
The Adviser explained how the product worked
1	2	3	4	5
The Adviser’s recommendations took account of my attitude to risk
1	2	3	4	5
The Adviser works well with other Professionals (e.g. my accountant)
1	2	3	4	5
The Adviser gives me objective advice
1	2	3	4	5
The Adviser does not put me under pressure
1	2	3	4	5
My affairs are reviewed in a timely manner
1	2	3	4	5
Additional Comments:

Section Three: Communications
Letters and brochures are easy to understand
1	2	3	4	5
I am kept up to date with the value of my investments
1	2	3	4	5
The number of communications I receive is about right
1	2	3	4	5
Communications are relevant to me
1	2	3	4	5
My queries are properly considered
1	2	3	4	5
I always receive a reply to my queries
1	2	3	4	5
Additional Comments:

Thank you for taking the time to complete our survey. In order for you to be entered in to our quarterly draw to win a £50 M&S Voucher could you please complete the following form:

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Customer Satisfaction Survey 2012

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