Client feedback


Please note - (*) = Mandatory question

Client Name (*)

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Name of Adviser (*)

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Did your Adviser explain that he is authorised to recommend product(s) from the whole of market? (*)



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Did your Adviser provide you with details of our Terms of Business Letter and explain the service that would be provided to you and how we would be remunerated? (*)



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Do you feel that your Adviser obtained sufficient information regarding your personal and financial circumstances prior to making a recommendation? (*)



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If No, please detail why

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Do you feel that your Adviser explained the product(s) clearly and in terms which you could fully understand? (*)



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If No, please comment why not

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What is the purpose of your product(s)?

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At any time during the advice process did you feel that you were pressurised to proceed by our adviser? (*)



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If Yes, please explain

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Did you feel that our Adviser was clear in his/her explanations and that you could ask any questions with confidence? (*)



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If No, please comment

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Did you feel that we had your interests in mind when making our recommendation? (*)



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If No, Please explain where we went wrong

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Please detail any aspects of the service provided by your Adviser which might have been improved

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Please will you rate our overall service by circling a description below (*)







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Please add any further comment(s) you would care to make:

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To what extent did we keep you informed during the course of any transaction (*)







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Please add any comments on areas which could be improved

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Were all your details accurate on all correspondence? (*)



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Please add any comments

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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