Client Satisfaction Questionnaire

To help us maintain the level of service we provide for you, our client, would you please complete the below questions.

Please indicate your answer by clicking the appropriate button.
1. Poor Service
2. Below Your Expectation
3. Satisfactory, would consider recommending to others
4. Above Average, would be happy to recommend to others
5. Excellent, will recommend to others

Name
Email
Telephone
The adviser's initial method of contact and explaining purpose of the call/meeting?

1 2 3 4 5
The way the adviser explained the content of their business card; pointed out their contact details and status i.e. Appointed Representative of IN Partnership?

1 2 3 4 5
The adviser's explanation of the services and fee options that LGM provide?

1 2 3 4 5
The way the adviser asked for the information to assess your current financial situation

1 2 3 4 5
The way the adviser explained their recommendation(s)

1 2 3 4 5
How the adviser explained the product(s) to you

1 2 3 4 5
The adviser's level of product knowledge

1 2 3 4 5
The adviser's level of professional conduct

1 2 3 4 5
The adviser keeping you informed of the progress of your application

1 2 3 4 5
The overall experience of dealing with LGM

1 2 3 4 5
Please contact me immediately as I have someone I would like to recommend you to contact

Yes No
How often do you want us to contact you? Annually, bi annually, ad hoc, etc
Should be Empty:

LGM Insurance Services LLP is an appointed representative on IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.