Client Survey - Your Opinion Matters

We'd like to thank you for taking part.

There’s no obligation to answer any of the questions. If there are any you'd rather skip, please feel free to do so.

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* 1. Name
(Please leave blank if you would prefer to answer anonymously)

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* 2. Name of your financial planner

Helen Allen

Jason Ashman

Declan Kirby

Nick Platt

Steve Read

Matt Taylor

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* 3. How would you rate your service and advice?

Very satisfied

Satisfied

Unsatisfied

Please explain your response in more detail

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* 4. What do you value most about our service?

Providing a ‘safe pair of hands’

Gaining peace of mind confidence

Value for money

Support and assistance in meeting financial / life goals

Financial Planning strategies

Our knowledge and experience

Investment returns

Feeling empowered to make important decisions

Other (please provide further details)

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* 5. Please only answer this if you have not yet retired. My three biggest financial concerns are:

My family’s financial security should anything happen to me

The cost of my / our children’s education (including private school and university)

Passing my wealth to younger generations

Not having enough money to retire at my preferred retirement age

Not having enough money to live my preferred lifestyle in retirement

The level of investment returns

Potential investment losses

Being made redundant or my business failing

Not achieving other (except retirement) financial goals

The cost of paying for my parents' care in their later life

Other (please provide further details)

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* 6. Please only answer this if you have already retired. My three biggest financial concerns are:

Not having enough money to continue to live my preferred lifestyle in retirement

Not achieving other (except retirement) financial goals

The level of investment returns

Potential investment losses

Passing my wealth to younger generations without affecting my lifestyle

Helping my children get onto the property ladder

Not being able to leave a large enough financial legacy

The amount of Inheritance Tax which will be payable on my death

The cost of care in old age

Other (please provide further details)

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* 7. Please only answer this if you are a business owner. My three biggest financial concerns are:

Selling my business for enough to facilitate my ideal retirement

Creating and initiating a succession plan

The impact on my family and my business if I become ill

The impact on my family and business if I die

Not having enough time to focus on my personal financial planning

Maintaining profitability

Taking money from my business tax-efficiently

Making sure I retain and appropriately reward my employees

Other (please provide further details)

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* 8. We are conscious that we send you a lot of information both before and after your annual review meeting. Of all the information provided, which (if anything) do you value having?

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* 9. Would you update your financial updates yourself via a secure online portal if we gave you access?

Yes

Please provide any further details

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* 10. Do we communicate with you between review meetings:

Too much

The right amount

Not enough

Please explain in more detail your response

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* 11. Do you regularly (for example, at least once per week) use any of the following social networks?
Please select all that apply.

Twitter

Facebook

Instagram

TikTok

Other (please provide further details)

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* 12. Do you believe working with us has helped / will help you to achieve your financial goals?

Yes

If no, would you mind telling us more about why you feel that way?

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* 13. If there was anything we could add (or remove) to our service to improve it, what would it be?

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* 14. Having read the disclosure documents (Terms of Business, Client Agreement etc.) – do you understand fully the contractual agreement and fees?

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* 15. Can you confirm how our services are paid for and where the money comes from?

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* 16. What is the single biggest benefit you get from working with us?

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* 17. How likely is it that you would personally introduce us to a friend or colleague?

Not at all likely

Extremely likely

Clear

i We adjusted the number you entered based on the slider’s scale.

Client Survey - Your Opinion Matters

Question Title

* 1. Name(Please leave blank if you would prefer to answer anonymously)

Question Title

* 2. Name of your financial planner

Question Title

* 3. How would you rate your service and advice?

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* 4. What do you value most about our service?

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* 5. Please only answer this if you have not yet retired. My three biggest financial concerns are:

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* 6. Please only answer this if you have already retired. My three biggest financial concerns are:

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* 7. Please only answer this if you are a business owner. My three biggest financial concerns are:

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* 8. We are conscious that we send you a lot of information both before and after your annual review meeting. Of all the information provided, which (if anything) do you value having?

Question Title

* 9. Would you update your financial updates yourself via a secure online portal if we gave you access?

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* 10. Do we communicate with you between review meetings:

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* 11. Do you regularly (for example, at least once per week) use any of the following social networks?Please select all that apply.

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* 12. Do you believe working with us has helped / will help you to achieve your financial goals?

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* 13. If there was anything we could add (or remove) to our service to improve it, what would it be?

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* 14. Having read the disclosure documents (Terms of Business, Client Agreement etc.) – do you understand fully the contractual agreement and fees?

Question Title

* 15. Can you confirm how our services are paid for and where the money comes from?

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* 16. What is the single biggest benefit you get from working with us?

Question Title

* 17. How likely is it that you would personally introduce us to a friend or colleague?

* 1. Name
(Please leave blank if you would prefer to answer anonymously)

* 11. Do you regularly (for example, at least once per week) use any of the following social networks?
Please select all that apply.