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.

Consumer Guide to the Consumer Duty Alliance

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March 2024 Budget Special Newsletter
February 2024 Newsletter

White House Mortgages Ltd, is the place for

Whole Of Market Independent Mortgage Advice.

 Established 10/01/1997, Directly Authorised & Regulated since 31/10/2004.

You tell us what you want to achieve and we will do all of the work for you.

WE TAKE THE STRESS OUT OF MORTGAGES.

Calculators

We've provided a selection of useful calculators below. Please note that whilst the calculators are accurate, they perform generic calculations that do not take into account your individual circumstances. They should be used as a guide only and not relied upon.

Please also note we do not store or see any of the information you input to these calculators.


Annual Pension Fund Growth (%)

Annual Inflation (%)

Average Annuity Rate (%)

Gross Monthly Premium (£)

Single Premium/Current Fund Value (£)

Your Age (Years)

Desired Retirement Age (Years)

Desired Retirement Income (£)

Your Results



The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Note: Annual Management charges, and New Investment charges are ignored.

This is a generic calculation that does not take into account the individuals circumstances, it should not therefore be relied on.

Indices
Value Move   %     
FTSE 100
7,952.6220.64 stock arrow0.26 stock arrow
FTSE All Share
4,338.0512.12 stock arrow0.28 stock arrow
Currencies
Value Move   %     
Euro
1.170.00 stock arrow0.06 stock arrow
United States Dollar
1.260.00 stock arrow0.11 stock arrow
Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 29/03/2024 at 01:00 PM