Advice Meeting


DD slash MM slash YYYY
How well structured did you find the preparation of your initial meeting?
How did you find the communication with your Adviser throughout the process?
How did you find the communication with your Administrator throughout the process?
How well did you feel that your needs and objectives were identified?
To what degree were our full range of services discussed with you? (e.g. Trust Planning, Power of Attorney)
According to what was agreed in your advice meeting, how satisfied were you with the implementation?
How likely are you to recommend Elevation Wealth Management?

By kindly taking time to complete our survey you will be entered into a prize draw which will be held quarterly. The prize will be a quality case of mixed wines.

Furthermore, we pride ourselves on providing our clients with top-level service, why not refer someone you know and we will treat you to a case of wine or voucher as a Thank You.*

* Terms & conditions: case of wine or voucher despatched upon completion of fee-paying business in excess of £1,000


