Ovation Finance Client Satisfaction Survey

1. Client Satisfaction Survey

This year is something of a milestone for Ovation Finance - we are ten years old this year, which is a great achievement.

We're going to be here for the next ten years and believe that understanding what you expect from us will help develop our services accordingly. That is the purpose of this confidential questionnaire and the Ovation team would be very grateful if you could take a few minutes to complete this for us.

We especially like positive feedback, but realise there will always be areas where we can improve and also welcome criticism positively too.

1. About our service

	Not Always	Most of the time	Always
Do we complete the work on time?	About our service Do we complete the work on time? Not Always	Do we complete the work on time? Most of the time	Do we complete the work on time? Always
Do we fully understand your requirements before making a recommendation?	Do we fully understand your requirements before making a recommendation? Not Always	Do we fully understand your requirements before making a recommendation? Most of the time	Do we fully understand your requirements before making a recommendation? Always
Does the recommendation meet your needs?	Does the recommendation meet your needs? Not Always	Does the recommendation meet your needs? Most of the time	Does the recommendation meet your needs? Always
Is it easy to understand our reports?	Is it easy to understand our reports? Not Always	Is it easy to understand our reports? Most of the time	Is it easy to understand our reports? Always
Do we discuss our charges with you and make sure you are in agreement before proceeding?	Do we discuss our charges with you and make sure you are in agreement before proceeding? Not Always	Do we discuss our charges with you and make sure you are in agreement before proceeding? Most of the time	Do we discuss our charges with you and make sure you are in agreement before proceeding? Always
Do we explain ourselves clearly and answer your questions?	Do we explain ourselves clearly and answer your questions? Not Always	Do we explain ourselves clearly and answer your questions? Most of the time	Do we explain ourselves clearly and answer your questions? Always
Do we keep you well informed of progress?	Do we keep you well informed of progress? Not Always	Do we keep you well informed of progress? Most of the time	Do we keep you well informed of progress? Always

2. We'd like to think we explain what we do clearly. You may think differently. This section lists the services we currently provide, would you let us know if you understand the way we describe what we do?

	Not at all	Partly	Mostly	Clear as a whistle
Review and financial Modelling	We'd like to think we explain what we do clearly. You may think differently. This section lists the services we currently provide, would you let us know if you understand the way we describe what we do? Review and financial Modelling Not at all	Review and financial Modelling Partly	Review and financial Modelling Mostly	Review and financial Modelling Clear as a whistle
Pension Review and Retirement Forecasting	Pension Review and Retirement Forecasting Not at all	Pension Review and Retirement Forecasting Partly	Pension Review and Retirement Forecasting Mostly	Pension Review and Retirement Forecasting Clear as a whistle
Family services (Life Protection, School Fees Plans)	Family services (Life Protection, School Fees Plans) Not at all	Family services (Life Protection, School Fees Plans) Partly	Family services (Life Protection, School Fees Plans) Mostly	Family services (Life Protection, School Fees Plans) Clear as a whistle
Tax Advice and Income Services	Tax Advice and Income Services Not at all	Tax Advice and Income Services Partly	Tax Advice and Income Services Mostly	Tax Advice and Income Services Clear as a whistle
Investment Service	Investment Service Not at all	Investment Service Partly	Investment Service Mostly	Investment Service Clear as a whistle
Business Planning and Risk Analysis	Business Planning and Risk Analysis Not at all	Business Planning and Risk Analysis Partly	Business Planning and Risk Analysis Mostly	Business Planning and Risk Analysis Clear as a whistle
Estate Planning	Estate Planning Not at all	Estate Planning Partly	Estate Planning Mostly	Estate Planning Clear as a whistle

Other (please specify)

3. This bit is about our Web site and Communications. We don't bombard you with information but would like to improve our communication with you.

	Seldom	Occasionally	Regularly	All the time
Do you visit our web site?	This bit is about our Web site and Communications. We don't bombard you with information but would like to improve our communication with you. Do you visit our web site? Seldom	Do you visit our web site? Occasionally	Do you visit our web site? Regularly	Do you visit our web site? All the time
Do you read our e-newsletters?	Do you read our e-newsletters? Seldom	Do you read our e-newsletters? Occasionally	Do you read our e-newsletters? Regularly	Do you read our e-newsletters? All the time
Would you follow an educational Blog if we wrote one?	Would you follow an educational Blog if we wrote one? Seldom	Would you follow an educational Blog if we wrote one? Occasionally	Would you follow an educational Blog if we wrote one? Regularly	Would you follow an educational Blog if we wrote one? All the time
Do you use any social networking sites (LinkedIn, Facebook/Twitter)?	Do you use any social networking sites (LinkedIn, Facebook/Twitter)? Seldom	Do you use any social networking sites (LinkedIn, Facebook/Twitter)? Occasionally	Do you use any social networking sites (LinkedIn, Facebook/Twitter)? Regularly	Do you use any social networking sites (LinkedIn, Facebook/Twitter)? All the time
We are developing a series of online 'myth busters' that address common misconceptions about finance. Might this be of interest to you?	We are developing a series of online 'myth busters' that address common misconceptions about finance. Might this be of interest to you? Seldom	We are developing a series of online 'myth busters' that address common misconceptions about finance. Might this be of interest to you? Occasionally	We are developing a series of online 'myth busters' that address common misconceptions about finance. Might this be of interest to you? Regularly	We are developing a series of online 'myth busters' that address common misconceptions about finance. Might this be of interest to you? All the time
If we offered a secure online document library to keep all your financial paperwork in one place would you be interested?	If we offered a secure online document library to keep all your financial paperwork in one place would you be interested? Seldom	If we offered a secure online document library to keep all your financial paperwork in one place would you be interested? Occasionally	If we offered a secure online document library to keep all your financial paperwork in one place would you be interested? Regularly	If we offered a secure online document library to keep all your financial paperwork in one place would you be interested? All the time

Other (please specify)

4. Finally - and thank you for sticking with this - we want to keep our services as up to date as possible and are looking at some additional services that might be useful to our clients, would interested in some of the following new services:

	Yes	Maybe	Probably not
Tax Planning	Finally - and thank you for sticking with this - we want to keep our services as up to date as possible and are looking at some additional services that might be useful to our clients, would interested in some of the following new services: Tax Planning Yes	Tax Planning Maybe	Tax Planning Probably not
Ethical Investments	Ethical Investments Yes	Ethical Investments Maybe	Ethical Investments Probably not
Mitigating Inheritance Tax	Mitigating Inheritance Tax Yes	Mitigating Inheritance Tax Maybe	Mitigating Inheritance Tax Probably not
Insurance	Insurance Yes	Insurance Maybe	Insurance Probably not
Mortgages	Mortgages Yes	Mortgages Maybe	Mortgages Probably not
Wills	Wills Yes	Wills Maybe	Wills Probably not
Health Insurance	Health Insurance Yes	Health Insurance Maybe	Health Insurance Probably not
Discretionary Investment	Discretionary Investment Yes	Discretionary Investment Maybe	Discretionary Investment Probably not
An Ovation Self Invested Pension Plan (SIPP)	An Ovation Self Invested Pension Plan (SIPP) Yes	An Ovation Self Invested Pension Plan (SIPP) Maybe	An Ovation Self Invested Pension Plan (SIPP) Probably not

Other (please specify)

Thank you for completing this survey, we apprecaite your time and effort.

Chris and the team at Ovation.

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