Home Information Online Services About Us Contact Us Blog 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. Client Name 1 Title Select.. Mr Mrs Miss Ms Forename(s) Surname Client Name 2 Title Select.. Mr Mrs Miss Ms 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? Please Select.. Much better than expected Better than expected As expected Worse than expected Much worse than expected 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? Please Select.. N/A Yes No Q3. Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand? Please Select.. Yes No Q4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended? Please Select... Yes No 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? Please Select... Yes No Q6. Please rate the clarity with which your Adviser made his/her explanations and their ability to handle your questions during the process Please Select... Much better than expected Better than expected As expected Worse than expected Much worse than expected 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? Please Select... Much better than expected Better than expected As expected Worse than expected Much worse than expected Q9. Would you use the services of your Adviser again? Please Select... Yes No Q10. Overall how would you rate our service? Please Select... Much better than expected Better than expected As expected Worse than expected Much worse than expected Email Address Your Privacy We take your privacy seriously. Personal data submitted to Unique Financial Planning with this form will be treated in accordance with the Data Protection Act 2018. The internet is not a secure medium and the privacy of your data cannot be guaranteed. UK News Covid: Travel and mask rules tightened over Omicron variant New measures to slow Omicron's spread in England before Christmas are unveiled by Boris Johnson. Storm Arwen: Third person dies as gale-force winds hit UK A third person dies after the storm and thousands of homes are left without power in Storm Arwen. Storm Arwen: Tributes after Francis Lagan killed by falling tree Primary school head Francis Lagan died when a tree fell on his car during Storm Arwen. Storm Arwen: I'm a Celebrity contestants removed from set This weekend's episodes of the ITV show, filmed at Gwrych castle, Conwy, have also been cancelled. Storm Arwen: Dark Hedges trees brought down by strong winds A local campaigner, who visits the area weekly, says two trees were brought down in overnight winds. Unique Financial Planning Ltd is Registered in England & Wales: Company Number 08996066. Registered Office: 1 Cricklade Court, Old Town, Swindon,Wiltshire,SN1 3EY The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK. Copyright © 2021 Unique Financial Planning LOG IN