Customer survey
Your name
Adviser
Provider/Lender
Product bought
Date bought
How would you rate the overall service you have received from Money Wise IFA Limited?
Did you understand the recommendation that was made to you?
What is your understanding of what the product will do for you?
Were you satisfied with the recommendation that was made to you?
How would you rate the Suitability Letter you received?
Did you understand how Money Wise was paid for giving this advice?
At the time you bought your product, were your expectations...
Regarding the servicing of your product after you bought it, were your expectations...
How often does your Money Wise adviser conduct financial reviews?
How do you rate the flow of information between yourself and Money Wise?
How often does your Money Wise adviser produce investment valuation reports?
Have you ever experienced product bias, pressure selling, misrepresentation, overselling, or poor customer service from your Money Wise adviser?
Has your Money Wise adviser ever sold you an unsuitable product?
Have you ever seen an advert or promotion from Money Wise that was unclear, unfair, or misleading?
What is your attitude to investment risk?
What do you enjoy about dealing with us?
Any other comments?
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