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?

We'd appreciate you providing more feedback here

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

We'd appreciate you providing more feedback here

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

We'd appreciate you providing more feedback here

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?

We'd appreciate you providing more feedback here

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

We'd appreciate you providing more feedback here

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?

We'd appreciate you providing more feedback here

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

We'd appreciate you providing more feedback here

Q10. Overall how would you rate our service?

We'd appreciate you providing more feedback here

Email Address

Your Privacy

We take your privacy seriously. Personal data submitted to Giles Warren Financial Ltd 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.

To use this form, please visit our site on a device with a larger screen size or visit the 'Contact Us' section of our website.

Personal Finance

Findings of the Access to Cash Review indicate that eight million people – 17 per cent of the population – are in danger of being ‘left behind’ as the banks press to replace cash.
The company employs 45,000 workers in Britain and its largest customer is the Government. It said last week it will consider ‘all options’ as part of rescue plans.
You must pay tax on pensions if you’re resident or were resident in the UK in any of the five previous tax years. You also pay tax on any foreign pension payments, including unauthorised payments, such as early payments and some lump sums.
Consumer price inflation remained as high as 2.3 per cent last month. But Ruth Gregory, of Capital Economics, says the figure ‘will be back at 2 per cent by the end of the year’.
A new London initiative aims to help at-risk young people manage their money