Customer Survey Begin by filling in your name We aim to provide the highest quality service. In order for us to continue to develop this, please tell us how you rate our service. Please fill out this form below to submit you feedback. Full Name Email Adviser Name Next Part 1. Where you have received advice, what did you value the most? Please describe your thoughts on your adviser in terms of areas you were impressed by, your experience in meetings and any areas where you felt we could improve. Please describe the options you were given for paying for our services (e.g. payment from you or payment from the recommended solution)? Back Next Part 2. Did you feel your adviser gained enough information from you about your personal and financial circumstances before making their recommendations (e.g present circumstances and longer term aspirations)? Did you feel that your understanding of investment risk and the risk of capital erosion/growth improved following your discussion with your adviser and if so, in what way? How do you think the recommended solution will meet with your own personal goals and objectives? Was the recommendation report clear and are there any areas of the report that you do not understand or that do not reflect your discussion with your adviser? Back Next Part 3. What do you expect from an ongoing relationship with us and what aspects are most important for you to achieve? Is there anything we can do to make your experience of communicating with Titan easier for you? How likely would you be to recommend us to friends or family? (please tick one box) Select from Very Likely Possibly Quite Likely Not Likely We are able to advise clients at all stages of life and for a variety of needs from pension & retirement planning to savings & investments to family protection. If you would like to recommend us to anyone who may benefit from our services or who could benefit from a second opinion on their existing plans, please provide us with some more information below, together with their contact details: Back Next Part 4. Thank you for completing the survey. Please feel free to add any specific comments below: Back Finish Questionnaire Complete Thank you for completing this questionnaire. An advisor will be in touch with you as soon as possible. Home Start feedback survey again.
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