Customer Satisfaction Survey

As part of our commitment to treating our customers fairly, we would welcome your feed-back on the service that we provided and on the associated advice that we gave you. We would be very grateful if you could please take a moment to complete our Client Satisfaction Questionnaire which will be used to evaluate and improve the services we provide.

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Name*
Please rate the thoroughness with which you felt our advisor went about the process of obtaining updated information regarding your personal and financial circumstances and establishing your ongoing needs, objectives and aspirations
ExcellentVery goodGoodPoorVery poor
Entirely comfortableReasonably comfortableA little uncomfortableVery uncomfortable
Please rate the quality of our Review Report and whether it was presented in a manner that was easy to follow, provided a clear explanation of how your investments were performing and accurately detailed ongoing terms and charges.
ExcellentVery goodGoodPoorVery poor
Please rate our ongoing service and whether you feel it is offering good value and remains a real benefit to you.
ExcellentVery goodGoodPoorVery poor
Overall, how would you rate your latest dealings with Wood Kirkbride, including our communications, staff friendliness, advisor knowledge and professionalism?
ExcellentVery goodGoodPoorVery poor
Based on your ongoing experience, how likely is it that you would recommend Wood Kirkbride to family and friends, if they needed to see a financial advisor?
Without hesitationProbablyPossiblyDoubtfullyDefinitely not
Are you happy for your statement to be used as a company testimonial on our website?*
This field is for validation purposes and should be left unchanged.