B-Advised are specialists in Mortgages, Investments, Equity Release and Life & Critical Illness Insurance

Customer Satisfaction Feedback

Our clients have the right to expect a lot- innovation, honesty, professionalism, and value for money. We've built our business on delivering this and more.

We go out of way to be sure that our clients get continuity, advice and, above all else, have the peace of mind that they are in safe hands. To help us continue delivering our high standards please fill in the following form.

1. Would you prefer to remain anonymous or leave you details? Anonymous: Leave Details: 2. On rating from 1 - 5 would you agree that your advisor explain and advise in clear plain English with no financial jargon? 1 Strongly Disagree - 5 Strongly Agree

3. On rating from 1 - 5 would you agree that your advisor understand your current and future objectives and went through a diligent two-way review process? 1 Strongly Disagree - 5 Strongly Agree

4. On rating from 1 - 5 would you agree that your circumstances and needs carefully analysed? 1 Strongly Disagree - 5 Strongly Agree

5. On rating from 1 - 5 would you agree that your advisor identify evaluate and prioritise your specific needs and circumstances? 1 Strongly Disagree - 5 Strongly Agree

6. On rating from 1 - 5 would you agree that a clear plan of action was created to enable you to take better control of your financial affairs? 1 Strongly Disagree - 5 Strongly Agree

7. On rating from 1 - 5 would you agree your advisor researched the whole market place to provide you with the best solution possible? 1 Strongly Disagree - 5 Strongly Agree

8. On rating from 1 - 5 would you agree that your advisor explained to you the full range of products offered by B-Advised? 1 Strongly Disagree - 5 Strongly Agree

9. What was the name of your advisor?
10. Was your advisor punctual and on time?

11. On rating from 1 - 5 how would you rate your initial meeting with your advisor? 1 Poor - 5 Good

12. On rating from 1 - 5 how would you rate the overall conduct of your advisor? 1 Poor - 5 Good

13. On rating from 1 - 5 how would you rate your overall experience in dealing with B-Advised? 1 Poor - 5 Good

14. Are there any other areas you would like to discuss or have concerns over?
15. Would you feel confident in recommending B-Advised to a friend or family member?

I/we expressly consent to be being contacted without prior notice or arrangement by using the contact details I/we have provided on the form and further consent that such contact may be in relation to (a) my/our mortgage arrangements and/or (b) other products and services

B-Advised Ltd is an appointed representative of Personal Touch Financial Services Ltd, which is authorised and regulated by the Financial Services Authority

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Some of the products/services are not or may not be regulated by the Financial Services Authority.

THERE MAY BE A FEE FOR MORTGAGE ADVICE. THE AMOUNT WILL DEPEND ON YOUR CIRCUMSTANCES. OUR TYPICAL FEE WOULD BE £299.