Cane Cohen Chartered Financial Planners

Client survey

Are our services meeting your requirements and expectations ?

Completely Mostly Sometimes Never

Are our reports, letters and emails clear and understandable ?

All of the time Most of the time Some of the time Rarely

How satisfied are you with how promptly we respond to telephone calls, emails and letters ?

Extremely Very Some what Not very Not at all

How well do you feel we understand, and respond to, your requirements, objectives & aims in our advice ? Very well Adequately Poorly

How do you rate those professional firms (accountants, solicitors etc.) we refer you to for other matters (if relevant) ? Highly Adequate Not adequate Not applicable Which of the following, if any any, do you rate as being important in your relationship with us ? Good technical knowledge Having a named adviser responsible for your affairs The firm being independent Dealing with your matters promptly Referral to external specialists where necessary That we provide "financial planning" rather than a product sales based service Would you recommend the firm to family, friends and colleagues ? Yes No Not decided Comments: If you would like to make any additional comments please feel free to do so below.