Client Feedback Survey

Please select your adviser*

1. About our financial advisory service:

1.1. My adviser listens to my financial needs and goals*

1.2. I am confident that my adviser understands my personal and financial situation and considers this in all advice*

1.3. I trust my adviser to do the right thing*

1.4. My adviser clearly explains how a product works before they recommend it*

1.5. My adviser clearly explains investment risk*

1.6. I understand the levels of risk attached to the financial products I have*

1.7. My adviser is knowledgeable in the areas they advise me*

1.8. My adviser clearly explains the service levels I will experience within bdhSterling*

1.9. I am satisfied with the relationship I have with my adviser*

1.10. I would recommend my adviser to a friend or relative*

1.11. Have you recommended your adviser to anyone?*

Yes, in the last 12 months
Yes, over 12 months ago
No

1.12. Is there anything to prevent you recommending your adviser to anyone?

1.13. Is there anything else you would like to add regarding your bdhSterling adviser? Please let us know if you would like us to follow up on your response and we will, of course, be in touch.

Please confirm your email address, so we can enter you into the draw to win an Amazon voucher*

Client Feedback Survey

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