How was your experience?

Here at The Right Equity Release, we care about making sure that you were treated fairly at every stage and that you are completely happy with the advice and service you received from us.

Which is why we are inviting you to complete this short customer satisfaction questionnaire to tell us more about your experience (it’ll only take a couple of minutes!).

We will use your feedback to improve our delivery for every customer and to make sure that you are receiving the highest levels of service.

Thank you in advance for your time.

Questionnaire

Your Name (required)

Your Advisors Name (required)

Product Type (required)

Date (required)

About your Advisor:

Was it easy to arrange an appointment?

 1- Strongly Agree 2- Agree 3- Neither agree nor disagree 4- Disagree 5- Strongly disagree

Was the Advisor clear and polite?

 1- Strongly Agree 2- Agree 3- Neither agree nor disagree 4- Disagree 5- Strongly disagree

Would you use this Advisor for financial advice in the future?

 1- Strongly Agree 2- Agree 3- Neither agree nor disagree 4- Disagree 5- Strongly disagree

Would you recommend this Advisor to a friend?

 1- Strongly Agree 2- Agree 3- Neither agree nor disagree 4- Disagree 5- Strongly disagree

Do you feel the fees that the Advisor has charged are fair?

 1- Strongly Agree 2- Agree 3- Neither agree nor disagree 4- Disagree 5- Strongly disagree

Was the Advisor’s technical knowledge satisfactory?

 1- Strongly Agree 2- Agree 3- Neither agree nor disagree 4- Disagree 5- Strongly disagree

About the advice

Did the Advisor explain their ‘Whole of Market’ status, issue the key facts & about our services document and explain Financial Services Authorities Regulations and Complaints procedure?

 1- Strongly Agree 2- Agree 3- Neither agree nor disagree 4- Disagree 5- Strongly disagree

Did they explain the products and terms in a way that was easily understood?

 1- Strongly Agree 2- Agree 3- Neither agree nor disagree 4- Disagree 5- Strongly disagree

Are you happy with the product(s) that have been recommended?

 1- Strongly Agree 2- Agree 3- Neither agree nor disagree 4- Disagree 5- Strongly disagree

Were you provided with clear information and are kept appropriately informed before, during and after the point of sale?

 1- Strongly Agree 2- Agree 3- Neither agree nor disagree 4- Disagree 5- Strongly disagree

Do you feel that the advice that you have been given is suitable and takes account of your circumstances?

 1- Strongly Agree 2- Agree 3- Neither agree nor disagree 4- Disagree 5- Strongly disagree

Did you feel the Advisor gained enough information from you about your personal and financial circumstances (e.g. present financial circumstances and personal details, long/short term financial goals and aspirations) before making their final recommendations?

 1- Strongly Agree 2- Agree 3- Neither agree nor disagree 4- Disagree 5- Strongly disagree

If you have any additional comments on our service or in general on how we could improve our service, please detail below:

We’d love to include your comments in our marketing please tick the box to confirm that you are happy for us to do so.