Client Survey

Service Delivery
1. The clarification and explanation of the service to be provided by the firm.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
2. The timely delivery of the service by the firm.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
3. The helpfulness of any representative of the firm who you dealt with.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
4. The way you were dealt with if you had to contact the firm’s offices for any reason.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
5. The accuracy of the information provided to you by the firm.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
6. The clarification and explanation of how the firm were to be paid.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
7. The way you were treated by the firm when raising any queries relating to service.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable

The Adviser
1. The process the adviser went through to gain an understanding of your financial objectives.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
2. The establishment, explanation and consideration of your attitude to risk.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
3. The explanation the adviser gave you on how the product/advice was to work.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
4. The interaction of your adviser with other professionals (e.g. accountant/solicitor)?
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
5. The provision of objective and suitable advice for your needs.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
6. The ability of the adviser to put you at ease and not make you feel you were under any undue pressure to commit.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
7. The timing and delivery of the review by the adviser.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
8. The name of your adviser.
—Please choose an option—Mark HeatonMichael BinksNeil BathoPatrick GranbySimon Hannam

Communications
1. The clarity of any letters, brochures and any other documentation provided to you.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
2. The timing and arrangements made to conduct a review with you.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
3. The frequency of communications you receive from the firm.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
4. The relevance of any communications sent to you by the firm.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
5. The way you were treated by the firm when raising any queries on communications.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable
6. The overall standard of communications received from the firm.
—Please choose an option—Better than expectedAs ExpectedBelow ExpectedNot Applicable

Any additional comments or testimonial:

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