Lifestyle Mortgage Management Logo

Tel: 01494 418210/01895 547060

Email: info@lifestylemortgages.biz

contact-button.png

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?

We'd appreciate you providing more feedback here

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 Lifestyle Mortgage Management with this form will be treated in accordance with the General Data Protection Regulation 2016 and the Data Protection Act 2018.

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

Personal Finance

Following the introduction of the pension freedoms in 2015, over-55s can now spend their savings as the wish, making it easier to fund the type of retirement they had always planned
The fund supermarket was one of the fallen stock picker's biggest cheerleaders, repeatedly featuring him on its 'best buy' list, despite concerns about his portfolio.
Retired civil engineer Colin Jones, 71, pictured with wife Eirwen, pestered his provider repeatedly and recruited his local MP in his two-year fight to win back his pension pot from annuity firm ReAssure.
Millions more of us are now pension savers thanks to auto-enrolment. But how much do you know about where your life savings are being invested, and could they be working harder for you?
The surge is likely to reflect the introduction of the new state pension in 2016, which gave people the opportunity to plug gaps in their National Insurance record through voluntary contributions.