Returning Customer Survey Begin by filling in your name We aim to provide the highest quality service. In order for us to continue to develop this, please tell us how you rate our service. Please fill out this form below to submit you feedback. Full Name Email Adviser Name Next Part 1. Where you have received investment management services, what did you value the most? Please describe your thoughts on your investment manager in terms of areas you were impressed by, your experience in meetings and any areas where you felt we could improve. Did you feel your investment manager gained enough information from you about your personal and financial circumstances during your review meeting (e.g. present circumstances and longer term aspirations)? Back Next Part 2. Did you feel that your understanding of investment risk and the risk of capital erosion/growth improved following your discussion with your investment manager and if so, in what way? How do you think your portfolio will meet with your own personal goals and objectives? Do you require any further information or advice in relation to any other areas of financial planning? Back Next Part 3. Are you receiving what you hoped for from an ongoing relationship with us and are there any additional areas which you feel would benefit you in the future? Is there anything we can do to make your experience of communicating with Telford Mann easier for you? How likely would you be to recommend us to friends or family? (please tick one box) Select from Very Likely Possibly Quite Likely Not Likely We are able to advise clients at all stages of life and for a variety of needs from pension & retirement planning to savings & investments to family protection. If you would like to recommend us to anyone who may benefit from our services or who could benefit from a second opinion on their existing plans, please provide us with some more information below, together with their contact details: Back Next Part 4. Thank you for completing the survey. Please feel free to add any specific comments below: Back Finish Questionnaire Complete Thank you for completing this questionnaire. An advisor will be in touch with you as soon as possible. Home Start feedback survey again.
Log in