Client Feedback Survey

Investments

Please answer below based on your experience of dealing with our firm and provide additional information in the comments box at the end as required.

Complete our Questions

Full name

Contact Number

Did you receive the outcome from our service that you expected? Required

Yes

If no, please provide details

Did the adviser provide you with the necessary support to engage with the advice service? Required

Yes

If no, please provide details

Do you still have any questions about the service or the product arranged?

How can we improve the service we offer?

Did you feel like you got value for money? Required

Yes

If no, please provide details

Would you recommend Cleveden Park Wealth to friends, relatives or colleagues? Required

Yes

If no, please provide details

If there is any further information you feel is relevant to this review, please provide details.

I agree for the details provided to be used for CPW marketing purposes

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