Let us know how we did! As part of our dedication to providing the best mortgage advice possible, we want to ensure our services are working for you. If you’ve used any of our services and would like to help us improve in the future, please fill out the form below and send it back to us.

Full Name

Email Address

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Adviser Name

Do you feel that your Adviser obtained sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction?

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Do you feel that you and your Adviser fully discussed your understanding of Mortgage Risk and that your recorded attitude to risk matches the product you have chosen?

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Do you feel that your Adviser explained the products recommended clearly and in terms which you could understand?

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The interaction of your adviser with other professionals (e.g. accountant/solicitor) was

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Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?

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The initial contact with the firm was

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The clarification and explanation of how the firm was to be paid was

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The way you were dealt with if you had to contact the our offices for any reason was

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The clarity of any letters, brochures and any other documentation provided to you was

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The timing and arrangements made to conduct a review with you was

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Please detail any aspects of the service provided by your Adviser which might have been improved?

Would you recommend our services to family or friends?

---YesNo

Testimonial & Comments

Can we publish your Testimonial?

---YesNo

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