Client survey

The Financial Group

We simplify all those essential financial decisions

CLIENT SATISFACTION SURVEY At The Financial Group client service is high on our priorities. We continually review our practices to establish whether an enhancement to our service will provide you with a better service. As part of this review we value our client's feedback, and ask if you would please complete this short survey. Please answer the first 5 questions using the following guide:- o 1=very good o 2=as expected o 3=below expectation o 4=poor o 5=n/a

1. How would you rate our overall service?*

	1	2	3	4	5
Worst						Best

2. How clear & understandable was our advice?*

	1	2	3	4	5
Worst						Best

3. How would you rate the adviser?*

	1	2	3	4	5
Worst						Best

4. How would you rate the administration staff?*

	1	2	3	4	5
Worst						Best

5. How would you rate our feedback to your questions?*

	1	2	3	4	5
Worst						Best

6. How do you think the service could be improved, particularly if you have rated any area as “below expectation” or “poor”?
7. Would you recommend our services to others?

Yes No
9. And finally . . . . are there any additional comments you would like to add?
Thank you for taking the time to complete our questionnaire.
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