Client Feedback Survey – My Finance Friend

At My Finance Friend delivering good outcomes is high on our priorities. We consistently review our practices to establish whether any enhancements could be made to the way in which we deal with our customers. As part of this review we would welcome your feedback and would be grateful if you would please answer the following client feedback survey. We would also welcome any other feedback you wish to provide in the comments section at the end. Thank you for taking time to complete this questionnaire; your feedback will make a difference. If there are any further areas that we could assist you with then, please do not hesitate to contact me.
Better than expectedAs ExpectedBelow ExpectedN/A
The explanation given to you about the service offered by the firm.
Better than expected
As Expected
Below Expected
N/A
The process the broker went through to gain an understanding of your needs and circumstances.
Better than expected
As Expected
Below Expected
N/A
The explanation the broker gave you about the product.
Better than expected
As Expected
Below Expected
N/A
The clarification and explanation of how the firm is to be paid.
Better than expected
As Expected
Below Expected
N/A
The ability of the broker to put you at ease and not make you feel you were under any undue pressure.
Better than expected
As Expected
Below Expected
N/A
The timely delivery of the service and the arrangement of the product.
Better than expected
As Expected
Below Expected
N/A
Better than expectedAs ExpectedBelow ExpectedN/A
The timing and delivery of client meeting(s)?
Better than expected
As Expected
Below Expected
N/A
The clarity of any letters and any other documentation provided to you.
Better than expected
As Expected
Below Expected
N/A
The way you were treated by the firm when raising any queries.
Better than expected
As Expected
Below Expected
N/A
The overall standard of communications received from the firm.
Better than expected
As Expected
Below Expected
N/A
If no, please provide details in the comments box at the end.
If no, please provide details in the comments box at the end.
If no, please provide details in the comments box at the end.
If no, please provide details in the comments box at the end.