Customer Satisfaction Survey

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At AALTO Mortgages, Treating Customers Fairly is high on our priorities.

We consistently review our practices to establish whether any enhancements could be made to the way in which we deal with our customers. As part of this review we would welcome your feedback and would be grateful if you would please answer the following questions under the three areas:Service Delivery The Adviser Communications.

We would also welcome any other feedback you wish to provide in the comments section at the end.Thank you for taking time to complete this questionnaire; your feedback will make a difference.

Overall Rating

Service Delivery

Please provide a rating for each question by ticking the appropriate box below:

Service Delivery
Please provide a rating for each question by ticking the appropriate box below
Better than expectedAs expectedBelow expectationN/A
The clarification and explanation of the service to be provided by the firm.
The timely delivery of the service by the firm.
The helpfulness of any representative of the firm who you dealt with.
The way you were dealt with if you had to contact the firm’s offices for any reason.
The accuracy of the information provided to you by the firm.
The clarification and explanation of how the firm were to be paid.
The way you were treated by the firm when raising any queries relating to service.
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Overall Rating

The Adviser

Please provide a rating for each question by ticking the appropriate box below:

Please select your adviser
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The Advisor
Please provide a rating for each question by ticking the appropriate box below
Better than expectedAs expectedBelow expectationN/A
The process the adviser went through to gain an understanding of your financial objectives.
The establishment, explanation and consideration of your attitude to risk.
The explanation the adviser gave you on how the product/advice was to work.
The interaction of your adviser with other professionals (e.g. accountant/solicitor)?
The provision of objective and suitable advice for your needs.
The ability of the adviser to put you at ease and not make you feel you were under any undue pressure to commit.
The timing and delivery of the review by the adviser.
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Overall Rating

Communications

Please provide a rating for each question by ticking the appropriate box below:

Service Delivery
Please provide a rating for each question by ticking the appropriate box below
Better than expectedAs expectedBelow expectationN/A
The clarification and explanation of the service to be provided by the firm.
The timely delivery of the service by the firm.
The helpfulness of any representative of the firm who you dealt with.
The way you were dealt with if you had to contact the firm’s offices for any reason.
The accuracy of the information provided to you by the firm.
The clarification and explanation of how the firm were to be paid.
The way you were treated by the firm when raising any queries relating to service.
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Overall Rating

Overall Satisfaction

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1 Star2 Stars3 Stars4 Stars5 Stars
Rating
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Overall Rating

Comments


Please feel free to write any thoughts you might have in relation to the process and service you received from AALTO Mortgages. We would very much like to use any positive thoughts to display on out testamonials page, and if you were unhappy with the service, we would like to discuss where we went wrong and what we can do to make it right with you. We would appreciate you leaving a name for these reasons, but this is completely optional.
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