Charles Derby Satisfaction Questionnaire

 
The Financial Services Authority (FSA) views the topic ‘Treating Customers Fairly’ as a key principle for businesses. As a consumer you should feel confident that you are dealing with a firm where the fair treatment of customers is central to the corporate culture.

Our promise to you is that Charles Derby will always treat you fairly. You can expect in all our dealings with you that we will: Treat you as we would expect to be treated; never take advantage of you; be open and honest; and quickly put right any mistake that we make.

Are we keeping our promise? Please take a few moments to let us know how we’re doing. Please rate each of the following against a scale where:
My consultant took the time to understand my circumstances and my financial needs.
The advice my consultant gave me was clear and easy to understand.
The product or service my consultant recommended met my needs.
The written information I received from my consultant was clear and easy to follow.
My consultant explained the cost of the advice to me.
My consultant was easy to contact and available to help me with queries when required.
My consultant treated me in a friendly, courteous, and helpful manner.
My consultant contacts me on a regular basis to review my needs.(To be agreed for new clients)
My consultant kept to the Lima customer promise in all dealings with me.
Thank you for completing this Satisfaction Questionnaire.

Please kindly add your Name, todays Date and your Financial Planning Consultants name in the box below.

Should you have any additional comments or a client recommendation please use this area to add the details and we will be please to contact if details are supplied.