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Client Feedback

Treating Customers Fairly - Client Questionnaire

As part of our commitment to treating our customers fairly, we would welcome your feed back on our products and services.

Please take a moment to complete our Client Satisfaction Questionnaire which will be used to evaluate and improve the services we provide.

Thank you for your feedback, we appreciate you taking the time.

Client Name 1

Title

Forename(s)

Surname

Client Name 2

Title

Forename(s)

Surname

Adviser

Name of Adviser

Questions

Q1. Please rate the thoroughness with which your Adviser went about the process of obtaining sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction?

We'd appreciate you providing more feedback here

Q2. Do you feel that you and your Adviser fully discussed your understanding of Investment Risk and that your recorded attitude to risk matches the product you have chosen?

We'd appreciate you providing more feedback here

Q3. Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand?

We'd appreciate you providing more feedback here

Q4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?

We'd appreciate you providing more feedback here

Q5. Do you feel that the Suitability Report provided a clear explanation of why the product was chosen and accurately detailed the terms of the product recommended?

We'd appreciate you providing more feedback here

Q6. Please rate the clarity with which your Adviser made his/her explanations and their ability to handle your questions during the process

We'd appreciate you providing more feedback here

Q7. Please detail any aspects of the service provided by your Adviser which might have been improved?

Q8. Please rate how well you think your Adviser considered and prioritised your interests when making their recommendation?

We'd appreciate you providing more feedback here

Q9. Would you use the services of your Adviser again?

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Q10. Overall how would you rate our service?

We'd appreciate you providing more feedback here

Email Address

Your Privacy

We take your privacy seriously. Personal data submitted to New Chapter Financial Services with this form will be treated in accordance with the Data Protection Act 2018.

The internet is not a secure medium and the privacy of your data cannot be guaranteed.

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Get In Touch

If you have any questions, please get in touch and once of our team will be happy to help.

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Testimonials

What our customers have to say about us

Aine
I can't praise Dave at New Chapter Financial Services enough for his outstanding help with my mortgage! From our very first meeting, he demonstrated a deep understanding of the mortgage process and took the time to explain everything clearly. Dave's attention to detail and personalised approach made securing my mortgage feel seamless and stress-free. He was always available to answer my questions and provided invaluable insights that ultimately saved me money. If you need assistance with your mortgage, I highly recommend reaching out to Dave—his expertise truly makes all the difference!
Lisa
Dave was so helpful and supportive to us as first time buyers. Dave explained everything to us clearly and took time to ensure we understood our options. Communication was second to none and we would highly recommend Dave to anyone needing a decent mortgage broker!
Debbie
So glad we found Dave. He has guided me through a really tricky mortgage recently and would never go anywhere else now. Highly recommend Dave and the New Chapter team.
Lucinda
Thoroughly recommend Dave, clear concise information and made the process of my re-mortgage a walk in the park. Really friendly approach and made me feel like I was in safe hands from our very first conversation.
Shwain
Been using Dave for years and he’s exceptional at what he does. His attention to detail and genuine care for finding the best mortgage deal, sets him apart. Highly recommend his services to anyone looking for a friendly, easy to approach and knowledgeable mortgage broker!
Taylor
Dave has been my go-to mortgage advisor for years, and I wouldn’t use anyone else. He’s managed all of my mortgages and remortgages, always making the process straightforward and stress-free. He takes the time to explain everything clearly, finds the best deals, and is always available to answer any questions. Having a mortgage advisor you can trust is invaluable, and I couldn’t recommend Dave highly enough!