Here is just a small sample of the many kind comments we have received from our clients
Taking everything into consideration, I am likely to recommend @ServiceName to someone in a similar position
to myself
PromoterI felt that my adviser communicated to me in a clear, unambiguous and transparent way and my responses and
views were listened to and understood
Strongly AgreeI was provided with a clear explanation as to why the specific solutions recommended to me are appropriate to
my needs, circumstances, and objectives.
Strongly AgreeI am satisfied that my adviser assessed my existing plans (e.g. savings, investments, debts, work benefits) and
recommended how best to use them to use them to address my needs and objectives.
Strongly AgreeI am aware of the range of providers that my adviser could source new solutions from (e.g. whole of the market,
a specially selected panel, one provider)
Strongly AgreeMy adviser gave a clear explanation of the potential risks associated with any recommended product or service.
Strongly AgreeMy adviser explained the fees that I should expect to pay to them for the services they offer.
Strongly AgreeI know what to expect from any ongoing service or contact from my adviser - and if fees apply for this, how they
will be calculated and collected.
Strongly AgreeMy adviser issued information outlining their firm's relationship with the network it is a member of (Quilter
Financial Planning) and how that relationship helps its clients.
Strongly AgreeAny potential conflict of interest was raised by my adviser (e.g. if considering a solution provided from the Quilter
group of companies OR recommending a third party where the adviser may receive a fee for introducing a
client).
Strongly AgreeMy adviser outlined and reminded me of the types of financial protection and security that apply to me because
of receiving financial advice (e.g. Financial Services Compensation Scheme).
Strongly AgreeMy adviser outlined to me how I can raise any level of dissatisfaction, now and in the future.
Strongly AgreeI trust my adviser.
Strongly AgreeIs there anything we can do to make our service better? Please let us know your thoughts and suggestions
NoThe service i personally received was perfect, for myself there was no area i felt needed any improvement.
Thank You Mark HarrisonWe may choose to publish and share your experience as a testimonial on our website. If you are happy for us to
use your comments in this way, please check this box
Yes
I was given the telephone number for Quilter by my Union (UNISON) so I knew I could trust them. I was put in touch with Dan Birtles who is excellent at his job. Dan understood my situation and that I don’t like to take risks with money. Dan spoke to my Solicitor with regard to the Discretionary Trust that I have put in place to protect my money for my sons. Dan explains everything extremely well so that people like me can understand about investing their money. I am highly impressed with Dan and have put my friend in touch with him ready for when she retires this year. Dan is efficient and always answers any questions and is also very pleasant.
