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Tel: 01743 243555

Email: info@escomifa.com

Investments

Are you making the best use of any spare capital or surplus income
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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely
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Pensions

When do you want to retire and how much income will you need?
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Mortgages

Do you want to reduce your current mortgage outlay or are you moving home?
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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?

We'd appreciate you providing more feedback here

Q10. Overall how would you rate our service?

We'd appreciate you providing more feedback here

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998.

By submitting this form, I/we confirm that I/we have read and accept the privacy policy detailed on the website.

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

To use this form, please visit our site on a device with a larger screen size or visit the 'Contact Us' section of our website.

Personal Finance

LONDON (Reuters) - British universities must offer students value for money, Prime Minister Theresa May said on Monday, launching a review that could reduce fees and restore grants in a bid to entice younger voters who helped punish her party at an election last year.
LONDON (Reuters) - British households' gloom about their finances deepened this month, and most now expect borrowing costs to rise again within six months after the Bank of England raised interest rates in November, a survey showed on Monday.
LONDON (Reuters) - The rate of homeownership among young, middle-income adults in Britain has more than halved over the last 20 years, according to research that highlights growing generational strains in British society.
LONDON (Reuters) - The global market turmoil of the past week has shone a light on complex trading instruments listed in the United States and Europe - a number of which have been taken off the market - which some investors blame for the scale of the disruption.
LONDON (Reuters) - Bank of England Deputy Governor Ben Broadbent said on Friday he did not think a couple of interest rate hikes in the space of a year should come as a great shock, but added that the central bank had not fixed any path for tightening policy.