Mortgage Advisers - Client Feedback Questions and Answers
Page 1
Feedback can be made public
Star ratings:
Quality of Advice: 1-5
Quality of Service: 1-5
Value for Money: 1-5
Feedback will remain private to the adviser and their firm
In what circumstances would you recommend Derrick to a family member, friend or colleague?*
- I would not recommend them
- I would consider recommending them to people with a specific need, or in a specific situation
- I would consider recommending them to anyone who expressed a need to speak to an adviser
- I would be a passionate advocate for them
How likely would you be to recommend Derrick to others you know? (0 being not at all likely, 10 being very likely)
1-10
□ Yes, I have been a client of [adviser full name] in the past 5 years, no-one has submitted this review on my behalf, I understand I am responsible for its content and I accept the terms and conditions
Page 2
Feedback can be made public
In which areas did you receive advice? (Tick all that apply)
Mortgages
Protection
Equity Release
What were the circumstances that caused you to initially look for an adviser?*
Free text answer
Have you seen the outcome you were hoping for?*
Free text answer
How has [adviser full name] helped you?*
Free text answer
What could they have done better?
Free text answer
Page 3
Feedback will remain private to the adviser and their firm
Has [adviser] asked you to recommend them to people you know?
- No
- Yes, Once
- Yes, more than once
How many times have you recommended the adviser in the last 12 months?*
0
1
2
3
4
5
6
7
8
9
10+
Did you read reviews of your adviser on VouchedFor.co.uk before becoming a client?
- Yes
- I read reviews but I'm not sure what website they were on
- I read reviews on another site
- No, I didn't read reviews
How much do you agree with the following statement: "My adviser's reviews on VouchedFor mean I would be more confident recommending them to a friend"
- Strongly agree
- Agree
- Neutral
- Disagree
- Strongly disagree
The following questions relate to the mortgage advice you received
Did you ever have to chase the adviser or their team to get things done through the process?
- Never
- Rarely
- Sometimes
- Frequently
How responsive was the adviser/ their team?
- Not responsive enough
- Quite responsive
- Very Responsive
- Couldn’t have been more responsive
How easy was it to share documents with your adviser/ their team?
- Not easy enough
- Quite easy
- Very easy
- Couldn’t have been easier
Would you let [adviser]/ their firm know about personal challenges (e.g. bereavement, health issues, relationship difficulties)?
- I would let them know, even if they didn’t ask
- I would let them know if they asked
- I wouldn’t let them know
To what extent were your 5-10 year plans taken into account in selecting the mortgage?
- They were not discussed
- I’m quite confident they were considered
- I’m confident they were considered
- I couldn’t be more confident they were considered
How confident are you that you’re on the most suitable mortgage for you?
- Not sure
- Quite confident
- Confident
- Couldn’t be more confident
How did [adviser] earn money from working with you?
- They would charge me a fee
- They would charge me a fee, and earn commission on the mortgage from the lender
- They would earn commission on the mortgage from the lender
- Not sure
Did you discuss the risks associated with getting a mortgage?
- We didn’t discuss the risks associated with getting a mortgage
- They asked me questions to assess whether the mortgage is affordable with my current income and expenses
- As well as assessing whether the mortgage is affordable with my current income and expenses, they also asked me to consider whether the mortgage would be affordable if my situation changed
What insurance products did your adviser talk to you about to help protect your mortgage in case your personal circumstances change? Please select all that apply
- Life cover to pay off the mortgage if I die
- Cover to pay off the mortgage if I becoming critically ill
- Cover to pay me a monthly income if I can’t work due to ill health or injury
- We did discuss insurance but I’m not sure which products
- We didn’t discuss insurance
Would you consider taking out an insurance policy to help with your mortgage payments, in case your personal circumstances change and you are no longer able to pay?
- No, I’m already covered
- No, I don't want insurance to cover this risk
- Yes and my adviser is arranging it for me
- Yes and I don’t need help with this
- Yes and I would appreciate help with this
- I’m not sure
What happens at the end of your full mortgage term? (e.g. after 25 years)
- I will have a lump-sum to pay
- I will not have a lump-sum to pay
- Not sure
What would happen to your mortgage payment if your lender’s interest rates increased today?
- My monthly payment wouldn’t change until the end of my fixed rate term
- My monthly payment wouldn’t ever change
- My monthly payment would increase
- Not sure
When taking out your mortgage did you clear any debts with the money raised? (e.g. credit cards or personal loans)
- Yes
- No
- Not sure
Page 4
Your feedback for adviser, [adviser full name]
Optional Questions
The questions below are optional and typically take 30 seconds to complete. If you complete these, you consent to us storing this information and publishing non-personally identifiable information based on your answers if the adviser opts to create a public profile on vouchedfor.co.uk in the future. The information is used to help other users of our site, to improve our services and by the adviser and their firm to help deliver a better client experience.
What is your gender?
What is your occupation?
What is your household income?
How old are you?
What is the approximate total amount of your savings, investments and pensions?
What is your marital status?
When did you first become a client of this adviser?
What kind of property did this adviser help you purchase?
What is the total value of the mortgage you got?
Page 5
Your feedback for adviser, [adviser full name]
Confirm your identity
Lastly, we need to confirm you have a valid email address by sending you an email.
Your name and email will not appear publicly, but they can be used by [adviser first name] and their firm to identify your feedback.
Should [adviser first name] opt to create a public profile in the future your county will be visible next to your feedback on vouchedfor.co.uk
First name*
Email*
County*
□ I understand you may ask this adviser for email evidence of our professional relationship if required, to help prevent fraudulent feedback
Help us prevent fraud (optional and data kept private)
Surname
Postcode
Phone number (optional)
We only use these details if a concern is raised about the authenticity of your feedback. We will keep them private.
