| 1. Your adviser’s manner
(for example, did you feel at ease, was your adviser polite and friendly, was jargon avoided or explained?). | | |
| 2. Your adviser’s explanation of their services, so you knew what to expect
(for example, the clarity of the range of products available, the level of any fees, the time it might take for a meeting etc). | | |
| 3. Convenience of the advice or service provided.
(for example, the time and location of appointments to suit you). | | |
| 4. Your adviser’s explanation of how they’re paid
(do you know if there is a fee involved, for their services or if your adviser will receive commission from the product provider?). | | |
| 5. Your adviser’s understanding of your financial requirements
(did your adviser ask a range of questions or, take detailed notes? Were other aspects of your financial arrangements discussed?). | | |
| 6. Accuracy of information given, reflecting your personal situation
(is the information relevant to your personal and financial circumstances, financial goals and aspirations?). | | |
| 7. Explanations on how the products or investments work
(for example, were risks, as well as benefits, explained clearly? Did you feel informed and confident with the options outlined?). | | |
| 8. Recognition and understanding of your attitude to risk?
(for example, if you were considering an investment product, did your adviser go through a detailed attitude to risk assessment and discuss the outcome with you? ). | | |
| 9. Helpfulness of your adviser, or their support staff, in answering your queries and getting things done
(were they responsive, timely, detailed?). | | |
| 10. Your adviser’s interaction with other professional contacts (e.g. your solicitor or accountant)?
(for example, were messages passed on accurately, was everyone clear on what was happening and who was doing what?). | | |
| 11. The correspondence you receive from your Adviser
(easy to understand, all key points from your discussions covered, concise but with sufficient detail?). | | |
| 12. Your expectation, and or experience, of on-going contact
(did your adviser discuss how and when they will maintain contact with you? Have they followed-up in line with your expectations?). | | |
| Comments | | |
| Reference quoted on your letter: | | |
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| | Please note submitted details are sent via clear text. | |