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Your feedback for adviser, Alex Vincent
Thank you for reviewing your adviser - it will really help other consumers. Please note - to leave a review, you must have used services from this adviser within the last 5 years. Questions marked * are mandatory.
First, let's start with some overall questions
Quality of Advice*
POOR should mean that you are NOT confident that
- Your adviser fully understood and challenged your future plans and attitude to risk
- You are investing the right amount for the future
- You understand the products recommended
- Your adviser recommended the best products
OK should mean that you are SOMEWHAT confident that
- Your adviser fully understood and challenged your future plans and attitude to risk
- You are investing the right amount for the future
- You understand the products recommended
- Your adviser recommended the best products
GOOD should mean that you are FAIRLY confident that
- Your adviser fully understood and challenged your future plans and attitude to risk
- You are investing the right amount for the future
- You understand the products recommended
- Your adviser recommended the best products
VERY GOOD should mean that you are VERY confident that
- Your adviser fully understood and challenged your future plans and attitude to risk
- You are investing the right amount for the future
- You understand the products recommended
- Your adviser recommended the best products
EXCELLENT should mean that you are COMPLETELY confident that
- Your adviser fully understood and challenged your future plans and attitude to risk
- You are investing the right amount for the future
- You understand the products recommended
- Your adviser recommends the best products
Quality of Service*
POOR should mean that your adviser did VERY FEW of the following
- Regularly reviewing your finances with you
- Being responsive and approachable
- Providing clear and regular updates
- Providing online access to your portfolio
- Actioning all requests promptly and efficiently
OK should mean that your adviser did FEW of the following
- Regularly reviewing your finances with you
- Being responsive and approachable
- Providing clear and regular updates
- Providing online access to your portfolio
- Actioning all requests promptly and efficiently
GOOD should mean that your adviser did SOME of the following
- Regularly reviewing your finances with you
- Being responsive and approachable
- Providing clear and regular updates
- Providing online access to your portfolio
- Actioning all requests promptly and efficiently
VERY GOOD should mean that your adviser did MOST of the following
- Regularly reviewing your finances with you
- Being responsive and approachable
- Providing clear and regular updates
- Providing online access to your portfolio
- Actioning all requests promptly and efficiently
EXCELLENT should mean that your adviser did ALL of the following
- Regularly reviewing your finances with you
- Being responsive and approachable
- Providing clear and regular updates
- Providing online access to your portfolio
- Actioning all requests promptly and efficiently
Value for Money*
POOR should mean
- You do NOT believe the charges you pay are outweighed by the benefits
OK should mean
- You are not sure whether the charges you pay are proportional to the benefits
GOOD should mean
- You believe the charges you pay are proportional to the benefits
VERY GOOD should mean
- You believe the charges you pay ARE outweighed by the benefits
EXCELLENT should mean
- You believe the charges you pay are FAR outweighed by the benefits
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