Neill & Co. Financial Services Customer Survey
We are currently reviewing how we conduct our business and it would greatly help us if you could take the time to answer a few questions regarding your experiences of Neill & Co. Financial Services and of the Financial Services Industry in general.
Section 1 - About Our Services
How long has it been since you last dealt with Neill & Co. Financial Services? ___ < One Month < Three Months < Six Months < One Year > One Year
What was the main reason of your last contact with us? ___ Investments Mortgages Pensions Protection Other (Please detail below) Other:
Who was your main contact within the firm? ______________________________ Derek Fulton Pete Stewart Marcella Fulton Combination of Above
How would you rate the advisor you dealt with on: ___1 = Best, 5 = Worst
Customer Service ______________________________ 1 2 3 4 5
Knowledge of marketplace and products _____________ 1 2 3 4 5
Knowledge of your personal circumstances ___________ 1 2 3 4 5
Explanation of their recommendations _______________ 1 2 3 4 5
Speed and Ease of contact with you ________________ 1 2 3 4 5
Overall Service Received ________________________ 1 2 3 4 5
Did you go through with the recommendations / products discussed?__________ Yes No
____________________________________________________________ Reason:
Would you recommend Neill & Co. Financial Services to your friends / family?___ Yes No
____________________________________________________________Reason:
Do you have any specific comments/areas for improvement in relation to the advice process?
Section 2 - Mortgages & Mortgage Brokers
Do you currently have a mortgage on...
your own primary residence?_______________________ _ Yes No
your own secondary residence?_____________________ _ Yes No
a Buy-To-Let property?_____________________________ Yes No
How do you currently arrange any mortgages you have? ___ Direct With Lender Through Neill & Co. Financial Services Through Another Broker A Combination Of Above
Why do you use / not use a mortgage broker at present?____
What attributes do you associate with Mortgage Brokers? ___ Broker Fee's Don't Know/Never Used
____________________________________________________ Vital for sourcing best mortgage Hard Sales
____________________________________________________ Untrustworthy More expensive than if went direct
____________________________________________________ Cheaper than if went direct to lender
____________________________________________________ Not needed as I can do all the work myself
____________________________________________________ Not needed as I can do the research online Other(s)
Would you like to expand on any of the choices above? ___
Would you be willing to pay a fee for the specialist provided by a Mortgage Broker?___ Yes No
If you answered yes, in what region would you expect the fee to be?___ Up to £50 Between £50 - £150 Between £150 - £250 Between £250 - £350
If not, why would you be unwilling to be a fee as opposed to that of an accountant / solicitor?
Do you have any specific comments related to the services of a mortgage broker or the advice given?
Section 3 - Web site
Do you currently use the internet to search for financial products / advisers?___ Yes No
How would you rate our web site design?___(1 = Best, 5 = Worst):___ 1 2 3 4 5
Do you have any comments on our web site?
Privacy Statement: Disclaimer This web site is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Neill and Co. Financial Services for advice. Privacy Statement INFORMATION HELD ABOUT YOU In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services. By providing us with your personal data: 1. You agree that the information we hold about you can be held on computer and/or paper files, in accordance with the Data Protection Act 1998, and any subsequent amendments thereto. 2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant) for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose. Your information may also be accessed by our IT department for the purpose of web site maintenance and administration, and the Financial Services Authority for investigative work. 3. You agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail or telephone to bring to your attention additional products or services, which may be of benefit to you. 4. We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at: Unit 7, 1-15 Main Street, Cambuslang, Glasgow, G72 7EX
I confirm that I have read the above statement and agree to proceed.
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