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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) - Lloyds Banking Group said it on Friday it was close to making compensation offers to 30 of the 67 customers impacted by one of Britain's biggest banking frauds after criticism about the pace of redress.
LONDON (Reuters) - Asset managers did not plan properly or have clear procedures for valuing their property funds under stressed market conditions such as those in the aftermath of Britain's June 2016 vote to leave the European Union, the UK's markets watchdog said on Thursday.
LONDON (Reuters) - Britain's largest energy supplier British Gas, owned by utility Centrica , has paid a total of 1.1 million pounds ($1.4 million) to customers in compensation for missed or delayed appointments, the country's energy regulator said on Thursday.
LONDON (Reuters) - Britain's state pension age should rise to 68 earlier than previously planned, the government proposed on Wednesday, meaning people born between 1970 and 1978 will need to work an extra year before being able to retire.
LONDON (Reuters) - Britain will stop companies ranging from takeaway food apps to airlines from charging an extra fee to consumers who want to use credit cards and other payment services, the finance ministry said on Wednesday.