Interface Financial Planning Client Survey

1. Name: *


2. What product(s) or service(s) have we helped you with? *


3. My Financial Planner took the time to understand my current circumstances, and my personal and financial goals *


4. My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives *


5. I received concise, helpful documentation including a Suitability Report detailing any advice given, and key features documents relating to any recommended products. *


6. Which attributes do you consider most important in your adviser relationship? *


7. Does your adviser respond to your requests in a timely manner? *


8. The service arrangement was clear and you understood the way Interface Financial Planning was to be remunerated *


9. I find the Interface Financial Planning's Online Client Services useful and easy to use *


10. How often do you log in to Interface Financial Planning's Personal Finance Portal (PFP)? *


11. Given my experience, I feel that Interface Financial Planning operates in such a way that the concept of Treating Customers Fairly is central to their culture (for more information see the TCF Policy on our website) *


12. In thinking about your most recent experience with Interface Financial Planning Ltd, were you pleased with the level of service you received? *


13. I would recommend Interface Financial Planning Ltd to my friends, relatives or colleagues *


14. Would you like any further guidance in any of our other specialist areas of Financial Planning?


15. If you have any other comments or suggestions please let us know

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