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? ___

What was the main reason of your last contact with us? ___ Other:

Who was your main contact within the firm? ______________________________


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?__________

____________________________________________________________ Reason:

Would you recommend Neill & Co. Financial Services to your friends / family?___


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?_______________________ _

your own secondary residence?_____________________ _

a Buy-To-Let property?_____________________________


How do you currently arrange any mortgages you have? ___

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?___

If you answered yes, in what region would you expect the fee to be?___

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?___

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?

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