Add Wealth Financial Advisory Services :: Financial Advice

Client Survey

We would really appreciate it, if you filled this out and let us know how we did. Thank you!

Personal Details

Name

Email

Reason for choosing us

Why did you choose Add Wealth Management Ltd?

 

How did we do?

How would you describe the service you received?

 

How would you rate the turn-around time on the work we performed for you?

 

How satisfied were you with the amount of information given to you about our products?

 

How satisfied were you that we understood your business and/or personal requirements?

 

How satisfied were you that our written communications were clear and concise?

 

Enter any Comments :

Other products and recommending us?

Were there any products that we recommended that you decided not to take?

 

Would you consider recommending our services to others?

 

Would you like to speak with one of our advisers about any of the following products?

Mortgages

 

Mortgage / Loan Protection

Life Assurance  
Critical Illness Insurance  
Income Protection Insurance  

Family Protection

 

Equity Release

 

Wills & Trusts / Estate Planning

 

Pensions

 

Investments

 

Buildings and Contents Insurance

 

Funeral Planning

 

Enter any Comments :

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