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  2. 2013
  3. September
  4. C
  5. Client Feedback
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Exit Survey
 
 
Here at Baigrie Davies our aim is to provide clear planning and investment advice, based on sound analysis of your financial position. Our hope is that you feel reassured about the future and confident that your wealth will support the life that you want to lead.

That is all well can good, but how are we doing?

Your opinion of us is hugely important and we would love to hear from you. We have put together a short survey [Client Feedback]. It will take approximately 5 minutes to complete the questionnaire.

Your participation is completely voluntary. There are no foreseeable risks associated with this project. However, if you feel uncomfortable answering any questions, you can withdraw from the survey at any point. It is very important for us to learn about your experience with us.

Your survey responses will be strictly confidential and data from this research will be reported only in the aggregate. Your information will be coded and will remain confidential. If you have questions at any time about the survey or the procedures, please call Ian Howe on 0207 786 2000, or by email to [email protected] .

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.
 
 
 
How long have you been a client of Baigrie Davies?
 
Less than 6 months
 
6 -12 months
 
1 - 2 years
 
2 - 5 years
 
5 years +
 
 
 
Who is your adviser at Baigrie Davies?
 
Henry Bennett
 
Adam Calderwood
 
Amanda Davidson
 
Arthur Davies
 
Huw Davies
 
Richard Gray
 
Piers Larcombe
 
Ian Howe
 
Sally Matthews
 
Charlotte Rye
 
Lee Westley
 
 
How would you rate your experience of dealing with us?
Very Unsatisfied Unsatisfied Neutral Satisfied Very Satisfied
First contact/first impression
Offices
Meeting experience
Written communication
Quality of advice
Clarity of advice
Response times
Overall impression
 
 
 
Have you recommended us to friends, family or work colleagues in the past?
 
Never
 
Once or twice
 
Frequently
 
All the time
 
 
 
Would you consider recommending us to friends, family or work colleagues in future?
 
No - I'm not confident that you would do a good job for them
 
No - I just don't discuss my finances with other people
 
No - for other reasons
 
Yes - if they asked me
 
Yes - if I can see that you could help them
 
Yes - I'll sing your praises from the rooftops to anyone who will listen