Annual review feedback

Client Name (*)
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Name of Adviser (*)
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Did our review service exceed your expectations? (*)

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Where did we fall short of your expectations, if at all?
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Following your annual review, what unresolved issues or problems are there?
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Is there anything else we can do better?
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Do you feel you receive sufficient contact from RIS throughout the year? (*)

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Are there any other areas you feel we could address at the annual review?
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Would you be prepared to give RIS a testimonial? (*)

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Retirement and Investment Solutions is a trading name of Meon Valley Financial Planning Limited which is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk). FSA Registration No: 185205

Meon Valley Financial Planning Limited is registered in England no. 3415179 and the registered address is The Rumpus, St Clairs Farm, Wickham Road, Droxford, Hampshire, SO32 3PW | Legal | Disclaimer