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CLIENT EXPERIENCE

Annual Review

SCORING: 0=POOR – 10=OUTSTANDING

Name(Required)
DD slash MM slash YYYY
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

Elevation Wealth Management Ltd. Registered in England & Wales No. 04794182. Registered Address: Unit 1, Marlin Office Village, 1250 Chester Road, Birmingham, B35 7AZ. Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 456358 at www.register.fca.org.uk. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 or www.financial-ombudsman.org.uk.

All calls to and from our landlines are recorded to meet regulatory requirements.

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