Interface Financial Planning Client Survey
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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 Financial Planner took the time to understand my current circumstances, and my personal and financial goals *

 

5. 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 *

 

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

 

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

 

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

 

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

 

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

 

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

 

12. 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) *

 

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

 

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

 

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

 

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

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