How satisfied were you with your adviser? Was the product and services clearly explained? Did you receive clear Advice? Easy to deal with? Likely to recommend? Any other comments? Steven is always very professional, polite, courteous, and knowledgeable. Client – I Lally Date – 23/09/2025 Adviser – Steven Gay […]
Testimonials
CUSTOMER SATISFACTION SURVEY 25 07 2025
How satisfied were you with your adviser? Was the product and services clearly explained? Did you receive clear Advice? Easy to deal with? Likely to recommend? Any other comments? This is now my second year of dealing with Steven & have found him to be very professional, explains things in […]
CUSTOMER SATISFACTION SURVEY 13 01 2025
How satisfied were you with your adviser? Was the product and services clearly explained? Did you receive clear Advice? Easy to deal with? Likely to recommend? Any other comments? Excellent service and product knowledge from start to finish Thank you Client – S Summerscales Date – 11/01/2025 […]
CUSTOMER SATISFACTION SURVEY 18 10 2024
How satisfied were you with your adviser? Was the product and services clearly explained? Did you receive clear Advice? Easy to deal with? Likely to recommend? Any other comments? Emma was incredible – so kind, informative and helpful. She really went above and beyond to go through everything and […]
CUSTOMER SATISFACTION SURVEY 03 07 2024
How satisfied were you with your adviser? ⭐⭐⭐⭐⭐ Was the product and services clearly explained? ⭐⭐⭐⭐⭐ Did you receive clear Advice? ⭐⭐⭐⭐⭐ Easy to deal with? ⭐⭐⭐⭐⭐ Likely to recommend? ⭐⭐⭐⭐⭐ Any other comments? Superb support from Steven. Very clear explanation of the schemes available and costs involved. […]
CUSTOMER SATISFACTION SURVEY 27 03 2023
How satisfied were you with your adviser? Was the product and services clearly explained? Did you receive clear Advice? Easy to deal with? Likely to recommend? Any other comments? My adviser Christian was very helpful. The whole process was very smooth and simple to setup. Date […]




