Client Feedback

As part of our commitment to our clients, and to ensure a continued high level of service, we would be very grateful if you could answer a few short questions. Your feedback is important to us, and will help us improve the services we offer.

Q1. Your full name

Q2. Who is your Pennymatters adviser?

Q3. Are you a new client to Pennymatters?

Q4. My adviser made me fully aware of the advice process and I knew exactly what to expect?

Q5. I was confident that my adviser was fully aware of my financial needs/objectives before making any recommendation(s).

Q6. Regarding the advice you were given, how satisfied are you that it’s suitable for your needs and circumstances?

Q7. How satisfied are you that the aims and features of the recommendation were explained clearly, by the adviser and in the suitability letter?

Q8. I was made aware of the specific costs and charges associated with the recommendation?

Q9. Based on the level of service I have received from my adviser, I am happy to recommend them in the future.

Q10. Regulation and products are ever evolving and we wish to ensure the service we supply to our clients is relevant and understandable. We therefore welcome feedback, both positive or negative, so we can refine our processes on an ongoing basis.

Please provide any feedback in the box below:

Q11. Please confirm if you consent to us using the comments that you provide in the survey on Pennymatters marketing material, including testimonials within our website.

Client Feedback

As part of our commitment to our clients, and to ensure a continued high level of service, we would be very grateful if you could answer a few short questions. Your feedback is important to us, and will help us improve the services we offer.

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