West Financial Management West Financial Management Co. LTD 01752 228382    info@westfm.biz

Client Satisfaction Survey

* Name:   * E-mail:
*Optional, you may leave these blank if you prefer.
Service Delivery 1 = Very Satisfied5 = Not Satisfied
1 Was the service provided well defined and did you know what you were getting? 1
 2
 3
 4
 5
2 Was the service provided to you in a timely manner? 1
 2
 3
 4
 5
3 Have you found staff helpful with your business dealings? 1
 2
 3
 4
 5
4 If applicable, when contacting the office did you feel satisfied with the response? 1
 2
 3
 4
 5
5 Has West Financial Management always sent accurate information to you? 1
 2
 3
 4
 5
6 Did you understand the way in which the company is to be remunerated? 1
 2
 3
 4
 5
7 Do you feel you have been treated fairly when raising any enquiries? 1
 2
 3
 4
 5


Helen West 1 = Very Satisfied5 = Not Satisfied
1 Did Helen explain the options in which they can be remunerated? 1
 2
 3
 4
 5
2 Did you feel that Helen understood your needs and objectives? 1
 2
 3
 4
 5
3 Did Helen explain how the products worked? 1
 2
 3
 4
 5
4 Do you feel that the recommendations took account of your attitude towards risk? 1
 2
 3
 4
 5
5 Do you feel you fully understand the advice given to you? 1
 2
 3
 4
 5
6 Did Helen put you at ease and not make you feel under pressure? 1
 2
 3
 4
 5
7 Do you feel your affairs were reviewed in a timely manner? 1
 2
 3
 4
 5
8 If applicable, how well did Helen work with your professional contacts (e.g. accountant)? 1
 2
 3
 4
 5


Communications 1 = Very Satisfied5 = Not Satisfied
1 Were the letters and brochures easy to understand? 1
 2
 3
 4
 5
2 If applicable, are you kept up to date with the value of your investment? 1
 2
 3
 4
 5
3 Do you feel the number of communications is right? 1
 2
 3
 4
 5
4 Are the communications relevant to you? 1
 2
 3
 4
 5
5 Do you feel your queries are properly considered in a timely manner? 1
 2
 3
 4
 5


1. What is it you like and don't like in dealing with us?

I do like:
I do not like:


2. What do you most Value?


Any Other Comments: