Client Review Questionnaire

We are delighted to have been of assistance to you recently and hope that you have been completely satisfied with the level of service you have received, not only in the advice given, but also with any contact you have had with members of our team.

At Chadney Bulgin we are continually trying to improve the service we provide to our clients. To help us with this, we would be grateful if you would take a few moments to answer the questions below. These relate to your recent portfolio review.

Please complete the questionnaire below.

First Name

Last Name

Postcode

Adviser

Have any of your contact details changed recently?

Yes

Can you please enter your new details below

Did you receive your valuation/review when you were expecting it?

Following your review how confident are you that your future financial objectives will be achieved?

How do you measure the value received from your adviser during your meeting?

Which part (if any) of the review process did you value the least?

Would you ever recommend our services to your friends or family?

Did you know we can also help you with your home insurance? If you would like a quotation at your renewal, please indicate the month your policy is due for renewal.

Thank you for your time.

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Client Review Questionnaire

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