Personal Cover
Private Health Insurance
For Business
- Business Protection
- Employee Benefits
Mortgages
About us

Select Page

Customer Satisfaction

The satisfaction of our clients is hugely important to us at Wisey

In order to ensure we are consistently delivering high standards of customer service, we’d be grateful if you could take some to let us know how we’re doing

Your Name
Service Delivery
The clarification and explanation of the service to be provided by the firm.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The timely delivery of the service by the firm.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The helpfulness of any representative of the firm who you dealt with.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The way you were dealt with if you had to contact the firm’s offices for any reason.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The accuracy of the information provided to you by the firm.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The clarification and explanation of how the firm were to be paid.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The way you were treated by the firm when raising any queries relating to service.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The Adviser
The process the adviser went through to gain an understanding of your financial objectives.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The explanation the adviser gave you on how the product/advice was to work.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The interaction of your adviser with other professionals*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The provision of objective and suitable advice for your needs.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The ability of the adviser to put you at ease and not make you feel you were under any undue pressure to commit.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The timing and delivery of the review by the adviser.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
Communication
The clarity of any letters, brochures and any other documentation provided to you.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The timing and arrangements made to conduct a review with you.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The frequency of communications you receive from the firm.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The relevance of any communications sent to you by the firm.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The way you were treated by the firm when raising any queries on communications.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
The overall standard of communications received from the firm.*
- Better Than Expected
- As Expected
- Below Expected
- N/A
Additional Comments
Do you have any additional comments you would like to make
Hidden
AccountID
Hidden
Adviser

WISEY

Important Info

Privacy Policy | Terms of Use | Client Agreement

Copyright 2024 © Batsrock Financial Ltd | All Rights Reserved.

Wisey® is a trading name of Batsrock Financial Ltd (company number 11755118). Batsrock Financial Ltd (FCA Number 832876) is an Appointed Representative of Andrews Risk Consulting. Batsrock Financial Ltd is registered in England and Wales. The registered office for Batsrock Financial is 21-22 Bath St, Frome, BA11 1DJ.