Financial Advisers - First Impression Questions and Answers
Page 1
Your feedback for adviser, [adviser full name]
Thank you for leaving feedback through vouchedfor.co.uk, this form takes less than 5 minutes to complete.
Text displayed if adviser has a Verified Profile:
Some of your feedback will be Public Feedback, visible on the adviser's and their firm's profile on vouchedfor.co.uk, helping people find the right adviser for them.
Other parts of your feedback will be Private Feedback, private to the adviser and their firm, helping them improve the client experience they deliver.
Text displayed if adviser does not have a Verified Profile:
[Adviser first name] doesn't currently have a public profile on vouchedfor.co.uk and therefore all responses will initially be private to them and their firm. Should [Adviser first name] opt to create a public profile on vouchedfor.co.uk in the future, certain parts of your feedback will appear publicly. These are labelled as 'Feedback can be made public' throughout the form.
Public Feedback / Feedback can be made public
How would you rate your experience with Lee so far? (1 - poor to 5 - excellent) [mandatory]
- Star rating out of 5
Please provide a brief comment about your experience with [adviser first name] [mandatory]
- Free text answer
Confirm your identity
Before we can process your feedback, we need to confirm you have a valid email address by sending you an email. Should [adviser first name] opt to create a public profile in the future first name, email and phone number will not be shown publicly on vouchedfor.co.uk
First name [mandatory]
Email [mandatory]
Phone number [optional]
□ I understand you may ask this adviser for email evidence of our professional relationship if required, to help prevent fraudulent feedback
Page 2
Your feedback for adviser, [adviser full name]
Feedback will remain private to the adviser and their firm
Did you read Lee's reviews on VouchedFor.co.uk before contacting them? [Only asked if adviser has a Verified Profile]
- 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
Are you going to use [adviser first name] services in the future?*
- Yes
- No
- Maybe
Did [adviser first name] send a follow-up email promptly following the session?*
- Yes
- No
Did you discuss your reasons for wanting to pursue your goal(s)?*
- N/A, we didn’t discuss goals
- No
- Yes, we discussed them
- Yes, we discussed them in depth
How well do you understand how [adviser] would help you to achieve your goal(s)?*
- N/A, we didn’t discuss goals
- I’m not sure what they would do to help
- I’m quite clear on what they would do to help
- I couldn’t be clearer on what they would do to help
How do [adviser]’s fees work?*
- They charge a fixed fee
- They charge a percentage of assets
- They charge a combination of fixed fee and percentage of assets
- They charge an hourly fee
- They have a different fee structure
- Not sure
Which best describes your conversation with [adviser first name]?*
- I didn’t feel that comfortable being open about my situation
- I felt quite comfortable being open about my situation
- I felt comfortable being open about my situation
- I couldn’t have felt more comfortable being open about my situation
How did your understanding of the topic(s) you discussed change in your discussion with [adviser]?*
- I didn’t learn much
- I learned a little about the topics
- I learned a lot about the topics
