CLIENT EXPERIENCE

Annual Review

SCORING: 0=POOR – 10=OUTSTANDING

Name(Required)
How well was your annual review prepared and presented?
How well did your Adviser cover the areas of financial planning that are important to you?
To what degree were our full range of services discussed with you? (e.g. Trust Planning, Power of Attorney)
How valuable did you find your Annual review?
How satisfied were you with the content, presentation and delivery of your Portfolio Report?
According to what was agreed in your annual review, how satisfied were you with the implementation?
How likely are you to recommend Elevation Wealth Management?

By kindly taking time to complete our survey you will be entered into a prize draw which will be held quarterly. The prize will be a quality case of mixed wines.

Furthermore, we pride ourselves on providing our clients with top-level service, why not refer someone you know and we will treat you to a case of wine or voucher as a Thank You.*

* Terms & conditions: case of wine or voucher despatched upon completion of fee-paying business in excess of £1,000