01375 430 431 | tonysilver@whmltdifa.co.uk

Treating Customers Fairly - Client Questionnaire

As part of our commitment to treating our customers fairly, we would welcome your feed back on our products and services.

Please take a moment to complete our Client Satisfaction Questionnaire which will be used to evaluate and improve the services we provide.

Thank you for your feedback, we appreciate you taking the time.

Client Name 1

Title

Forename(s)

Surname

Client Name 2

Title

Forename(s)

Surname

Adviser

Name of Adviser

Questions

Q1. Please rate the thoroughness with which your Adviser went about the process of obtaining sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction?

We'd appreciate you providing more feedback here

Q2. Do you feel that you and your Adviser fully discussed your understanding of Investment Risk and that your recorded attitude to risk matches the product you have chosen?

We'd appreciate you providing more feedback here

Q3. Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand?

We'd appreciate you providing more feedback here

Q4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?

We'd appreciate you providing more feedback here

Q5. Do you feel that the Suitability Report provided a clear explanation of why the product was chosen and accurately detailed the terms of the product recommended?

We'd appreciate you providing more feedback here

Q6. Please rate the clarity with which your Adviser made his/her explanations and their ability to handle your questions during the process

We'd appreciate you providing more feedback here

Q7. Please detail any aspects of the service provided by your Adviser which might have been improved?

Q8. Please rate how well you think your Adviser considered and prioritised your interests when making their recommendation?

We'd appreciate you providing more feedback here

Q9. Would you use the services of your Adviser again?

We'd appreciate you providing more feedback here

Q10. Overall how would you rate our service?

We'd appreciate you providing more feedback here

Email Address

Your Privacy

We take your privacy seriously. Personal data submitted to White House Mortgages Ltd with this form will be treated in accordance with the Data Protection Act 2018.

The internet is not a secure medium and the privacy of your data cannot be guaranteed.

FCA: 302190    ICO:  ZA211369

Vouched For Tony Silver White House Mortgages Ltd

PLEASE CALL :   0800 245 5524

Tony.jpg

White House Mortgages Limited

Established 10th January 1997
Directly Authorised & Regulated 31st October 2004
Whole of Market Independent Mortgage Broker
We go the extra mile to help you achieve your aims 

PLEASE CALL: 0800 245 5524

 

 

Please click here to read the guide to Consumer Duty
PLEASE CLICK HERE FOR THE CONSUMER GUIDE TO CONSUMER DUTY ALLIANCE

Mortgages

Do you want to reduce your current mortgage outlay or are you moving home?

More Info

Protection

How much cash would your family need to maintain their current lifestyle?

More Info
Published in IFA Magazine 02.10.23
Published in IFA Magazine 21.09.23

 

HOURS OF BUSINESS

  • OUR BUSINESS HOURS ARE STRICTLY MONDAY TO FRIDAY 09.00 - 18.00.
  • PLEASE REFRAIN FROM CALLING OUTSIDE OF THESE HOURS.
  • YOU MAY EMAIL US AT INFO@WHMLTDIFA.CO.UK AND WE WILL CONTACT YOU AT OUR EARLIEST CONVIENIENCE.
  • AT ALL TIMES WE RESPECT OUR CLIENTS PRIVACY AND REQUEST THAT YOU IN TURN RESPECT OUR HOURS OF BUSINESS.
 

APPOINTMENTS

  • APPOINTMENTS ARE AVAILABLE MONDAY - FRIDAY 11.00 - 18.00.
  • PLEASE DO NOT COME TO THE OFFICE WITHOUT AN APPOINTMENT AS IT MAY NOT BE POSSIBLE TO SEE YOU.
  • ALL VISITORS SHOULD REPORT TO THE RECEPTION WHERE YOU WILL BE ASKED TO SIGN IN. THIS WILL SEND AN ALERT TO THE OFFICE PHONE TO NOTIFY US THAT YOU ARE HERE.

GDPR

  • UNDER NO CIRCUMSTANCES DO WE  PASS ON OUR CLIENTS DETAILS TO THIRD PARTIES FOR ANY PURPOSE OTHER THAN THE ONE WE ARE EXPLICITLY ENGAGED TO DO.
  • WE DO NOT SELL OUR CLIENTS DATA UNDER ANY CIRCUMSTANCES.
  • WE WILL ONLY CONTACT YOU IF WE HAVE DUE REASON TO DO SO.
 

 

Your home may be repossessed if you do not keep up repayments on your mortgage
Written quotations on request. A fee typically of 1% will be charged subject to the published Irrevocable Fees Ts&Cs. All loans are subject to status.
The Financial Conduct Authority (FCA) does not regulate some forms of mortgage

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