Customer Satisfaction Questionnaire

    Client Name 1

    Client Name 2

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    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

    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?

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

    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?

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

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

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

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

    Q10. Overall how would you rate our service?

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    24 Church Street, Rickmansworth, Hertfordshire WD3 1DD
    Mortgages: 01923 725123
    Insurance: 01923 725111

    LRG Financial Solutions Ltd is registered in England & Wales No. 0744633. LRG Financial Solutions Ltd is authorised and regulated by the Financial Conduct Authority No. 491176. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to customers in the UK.