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1.
Question 1.
Forename (Optional)
2.
Question 2.
Surname (Optional)
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3.
Question 3.
Please select the name of the firm you are reviewing
Required
- Required.
Abbey House Mortgages Ltd
Accumulus Consulting Ltd
Ackland Independent Financial Advice
Active Money Solutions Ltd
Acumen Financial Consulting
Adhurst Wealth Management
Adrian Cochrane Partnership LLP
Advanced Mortgage Services Limited
Aim Independent Mortgage Solutions
Alex Jones Mortgage Services
Alex Philp
Alexander Andrews Wealth Limited
APFS Wealth Management
Applewood Mortgages
Arthur Wheeler Financial Services Ltd
Ashley Independent Financial Advisers
Assure Mortgages Limited
Barrie Dean Financial Management
Beeswax Wealth Management Limited
Berkeley Lansdowne Financial Ltd
BFS Co
Bi Financial
Biograph Wealth Advisers (UK) Limited
Bishopsgate Wealth & Investment Management Limited
Bob Hope Mortgages
Bolton James Ltd
Boulter Mortgages
Boulter Mortgages Limited
Boxer Mortgages
Bragagnini Associates Financial Solutions Limited
Brightsky Wealth Management Ltd
Buzz Independent Financial Advisers
Campbell Smith & Co
Cardiff Financial Partnership LLP
Cedarwood Wealth Management Ltd
Centaur Associates
Chancery Financial Management (Clevedon) Limited
Choices Financial Solutions/Broad Street Mortgages
Claren Finance
Clarity Financial Planning Limited
Clarity Mortgages
Clearview Financial Management Ltd
Closer Financial Partners
Closer Independent Financial Services Limited
Colin Hookey Investment Consultants Limited
Combined Financial Strategies Ltd
Complete Financial
Consort Financial Planning
Cornerstone Mortgages & Finance
Crystal Life Ltd
Culford De Beauvoir Ltd
Danamere Investment Services Ltd
David Burnell Financial Services Ltd
Davidson Deem Ltd
DC Financial Services
DG Financial
Direct Mortgages (Glasgow)
DJR Financial Planning Limited
Dore Financial Limited
Dovecote Property Finance Ltd
Dragon Financial
Dunedin Financial
Echelon Wealthcare/ Rutland Wealthcare
Eden Woods Mortgages Ltd
Elite Financial Consultancy Ltd
Endeavour Financial Planning Ltd
Endeavour Mortgages
Equium Wealth Management Limited
Essential IFA Limited
Evolution Financial Management Ltd
Finance Matters Limited
Finance Nexus Limited
Financial Future Associates LLP
Financial Solutions
First Capital Independent Financial Advisers Ltd
First Financial Solutions
Forbes Financial
Forbes Financial T/A Forbes Property
Forest Edge Mortgages Ltd
Fox Financial Services (Solent)
Freeman Financial Partners Ltd
From Acorns Financial Planning Ltd
Fusion Financial Ltd
GBK Independent Financial Planning
Gerald Bass
Gilbert Wealth Limited
GL Integrity Financial Planning Limited
Glade Independent Financial Services Limited
Glass Lake Finance Limited
Goodlad & Co Limited
Gordon Financial Solutions Limited
Grants Financial Planning
Green Fort Private Wealth Ltd
GWB Financial Services Ltd
Haven Mortgage Solutions
Hayhurst Wealth Management
Heritage Financial Management
Heritage Financial Solutions
Heritage Independent Mortgage Advisers Ltd
Herontye Mortgages Ltd
Heybridge Finance
Highland Mortgage Company
HK Financial Management
Home James Finance
Hunter Financial Services
Hurst Independent Financial Services
ID Finance Limited
Impartial Financial Advice Ltd
In Partnership Financial Advisers Ltd
Independence Mortgage Network
Inspired Mortgage Solutions
Inspo Wealth Management Limited
J S Trice Associates Limited
Jefferies & Lawrence limited
JH Financial
Jigsaw Financial Associates Limited
Jigsaw Mortgages
Jigsaw Mortgages Limited
Jigsaw Wealth Management Ltd
John Betts Mortgages Limited
John Hennessy Mortgage Solutions
John Piper IFA
JS Money
JW Financial Services Ltd
JXP Consultancy
Kavanagh Hall Financial Services
KCA WEALTH MANAGEMENT LTD
Key Financial Strategies LLP
Kingsmarque Wealth Management Ltd
Kristensen Associates Ltd
L V Nicholas
Leggatts Financial Services Limited
Leigh Atkinson Financial
Leigh Knight Financial Services
LGM Insurance Services LLP
Liddelow Financial Services
Longwood Financial Planning Limited
Love Mortgages Ltd
Madava Financial Services
Making Mortgages Simple Ltd
Malcolm Scott Financial Services
Malory Investments Services Ltd
Map Financial Solutions Ltd
Marco Finance Limited
Marshall Financial Solutions
Matheson Charles Financial Planning
Maxim Financial Planning Limited
Mcleod Ross Financial Planning LLP
Mead Financial Planning Limited
Merchants Asset Management
Mercury Financial Solutions
Michael Williams Financial Services Ltd
Minshall Financial Services Ltd
Monforte Wealth Limited
Monro Financial Management Ltd
Morris Trice Associates Ltd
Mortgage Essentials (Uk) Ltd
Mortgage Medics Limited
Mortgage Planners
mortgage studio
Mortgage Synergy Limited
Morton Miller Wealth Management Limited
Mundy Financial Services
Murray West Associates Ltd
Neil Powney Financial Services
Neil Smith Financial Planning
Next Level Financial Solutions
NextStep Wealth
Nexus Financial Planning
Nexus Ifa Limited
Nkt Financial Solutions Limited
Nkt Mortgage Solutions Limited
Nlig (Investments) Ltd
Nu-Era Financial Services Ltd
Oakland Associates
Oceantide
Onpoint Mortgages
Optus Mortgages
Opus Finance
P & P Financial Care Consultancy Ltd
P A B Mortgages
P A B Wealth Management
Paul Miller Financial Planning
Pembrokeshire Wealth Management
Peppermint Financial Solutions Ltd
Peter Neal Pensions LLP
Phoenix Ifa
Pinnacle Financial Group Ltd
Portland Wealth Management Limited
Precise Mortgages Ltd
Premier Financial Advice
Prestige Financial Associates Ltd
Prudent Financial Planning
Pyxis Financial Planning
RMJ Mortgages
Rosewood Financial Planning Limited
SB Mortgage and Financial Services
SC Financial Planning Ltd
Scourfield-Thomas & Associates
Seelig Financial Services
Seneca Financial Management Ltd
Shaw-Smyth Mortgages Limited t/a Shaw-Smyth Mortgages
Shooters Hill Mortgages
Simply Finance Ltd
Simply Mortgages
Simply Retirement
Simpson Bowers Wealth Management Limited
Skilton Wealth Management Limited
Skyblue Financial Planners
Smithson Financial Services
Sound Financial Solutions Ltd
Sovereign Financial Planning Limited
Square Mile Wealth Ltd
Ss Financial Consultancy
St George Financial Consultants Limited
Stadden Forbes Wealth Management
Stellar Financial Solutions
Stevens Financial Services
Stopa Wealth Management Solutions
Stopa Wealth Management
Stuart Salisbury Limited
Sulis Wealth Ltd
Taurus Wealth
Temple 90
The Horsham Mortgage Centre Ltd
The House Of Finance
The Mortgage Hub
The Partnership
The Woodham Partnership Limited
Theora Financial Planning Ltd
Theresa Dunlop Limited
This Is Prome Limited
Thistle Financial Services Ltd
Thompson Tobin Financial Limited
Torney Wealth
Trend Financial Services Limited
Uk Mortgage People
Umbrella Financial Services
Unify Financial
Union Lifestyle Financial Planning
Vantage Financial Planning
Veritas In Partnership Financial Services Ltd
Veritas Wealth Management Limited
Verve Financial Planning
Verve Investment Planning
Voyager Financial Services Ltd
Wellington Ford Financial Ltd
Westpark Mortgages Ltd
Wholesome Financial Planning Limited
Wilbury Wealth
Willow & Flint Financial Planning
Wilson Financial Management
Worthington Financial Planning Limited
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4.
Question 4.
Please select the area of advice you received
Required
- Required.
Investment
Pension
Mortgage
Personal Insurance
General Insurance
Other
*
5.
Question 5.
Did your adviser succeed in enhancing or clarifying your awareness of the risks and benefits in the areas that were of interest to you?
Required
- Required.
Yes
No
*
6.
Question 6.
Did your adviser provide you with relevant information that enabled and supported your decision making?
Required
- Required.
Yes
No
*
7.
Question 7.
Did your adviser provide you the time needed to digest information before asking you to make a decision?
Required
- Required.
Yes
No
*
8.
Question 8.
Did your adviser allow you to ask sufficient questions to support your understanding?
Required
- Required.
Yes
No
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9.
Question 9.
Did your adviser ask you to confirm your understanding of the recommendation before you were asked to make a decision to proceed?
Required
- Required.
Yes
No
*
10.
Question 10.
Did you feel well supported by your adviser throughout the engagement with you?
Required
- Required.
Yes
No
*
11.
Question 11.
Were you able to clearly understand your options before proceeding?
Required
- Required.
Yes
No
12.
Question 12.
Do you have any comments to help your adviser enhance the service provided? (Optional)