Client Feedback

Client Feedback

Fair treatment of our clients when providing advice and services is high on our priorities and we recognise that it goes beyond just having a satisfied client. We regularly review our practices to ensure clients are being treated fairly and to consider any changes we could make to further improve our approach.

As part of this review we seek clients feedback on the recent experience with our advisors and to assist us, we ask if you would please take a minute to complete the feedback form below, all responses are sent only to our management team and your anonymity is assured.

All feedback is greatly received, whether it be positive or negative. We appreciate your time and thank you for using our services. Our customer charter can be found here..

Rate your experience
  • "field37">
  • Would you recommend us to family & friends?
    Who was your advisor?
    Advisor's explanation of their service
    Convenience of the advice, location, time etc
    Advisor's explanation of their fees or payments
    Advisor's understanding of your financial requirements
    Explanation on how the products or investments work
    Understanding of your financial capacity/attitude to risk
    Helpfulness in answering queries and getting things done
    Correspondence you received from your advisor
    Your expectation/experience of on-going contact
    Finally, what is your full name?

    For your peace of mind..

    See the client feedback our advisers have received ..