Dulay Barker Reeves

Thank you for choosing Dulay Barker Reeves Ltd for your financial planning requirements.

We continually strive to maintain and improve our service and would therefore welcome your feedback by completing this short survey, which contains twelve questions. Please feel free to add any additional comments.

First, please tell us your name

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

Yes No 

2. Do you feel that your Adviser explained the product recommended clearly, and in terms which you could understand?

Yes No 

3. 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?

Yes No 

4. At any time during the advice process did you feel that you were pressured to proceed by our Adviser?

Yes No 

5. Did you feel that our Adviser was clear in their explanations and you could ask any questions with confidence?

Yes No 

6. Please will you rate our overall service by selecting a description below

Excellent Very Good Good Adequate Poor  Very Poor 

6.1 Please add any comment on areas which could be improved

7. How would you rate your adviser’s overall knowledge?

Excellent Very Good Good Adequate Poor Very Poor 

7.1 Please add any comment on areas which could be improved

8. To what extent did we keep you informed during the course of any transaction?

Excellent Very Good Good Adequate Poor Very Poor 

8.1 Please add any comment on areas which could be improved

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

10. What is the purpose of the product(s) you are taking out?

11. How would you sum us up in a sentence?

12. How likely are you to recommend your adviser to friends/family?

Very Likely Likely Unlikely Very Unlikely 

13. Other Comments