CDH Insurance and Finance

Client Feedback ~ Tells us what you think

Our aim at CDH is to regularly review the effectiveness of our systems and procedures to ensure that the services we provide continue to meet your changing needs.

We would welcome your opinions and comments relating to your personal experience of dealing with CDH.

Your feedback will also be of great assistance to us as part of our commitment to the Treating Customers Fairly initiative.

Your feedback is extremely important to us. Only by knowing what you think and evaluating your replies can we take positive action to improve the efficiency and delivery of our services to you.

Please remember that the gathering of your opinions and comments is for information purposes only.

In the extreme circumstance that you may for some reason wish to formally express your dissatisfaction about the service and advice given by any member of the team at CDH, there is a recognised complaints procedure in place which should be followed. Should this be your intention, please contact any office to request a copy of our complaints handling procedure.

ONLINE FEEDBACK FORM

1. How long have you been a Client of CDH?

2. Which of the following services do you use?

	Independent Financial Advice
	Independent Mortgage Advice
	General (Car, House, etc.) Insurance
	Commercial (PL/EL, Fleet, etc) Insurance

3. How would you rate the quality of advice received? (Poor ~ 0 1 2 3 4 5 6 7 8 ~ Excellent)

4. How would you rate the quality of the service provided? (Poor ~ 0 1 2 3 4 5 6 7 8 ~ Excellent)

5. During the time that you have been a Client of CDH, in your opinion, has the level and quality of service provided

6. What changes would you like to see us make in the way in which we deliver our service?

7. If you do not use all the different services that we provide, what would we need to do to encourage you to use those other services ?

8. Given your experience of dealing with CDH, would you be prepared to recommend us to family, friends, work colleagues, etc?

9. If no, why not ?

10. What could we do that would encourage you to recommend CDH as holistic financial planners to your family, friends, work colleagues, etc.?

OPTIONAL INFORMATION:

Would you like us to contact you to discuss your comments and opinions further?

Name:

Address:

Contact Number:

If you could not find the information you require please feel free to contact us.