Financial Planning Service Opinion Poll
Share your feedback to help us improve our financial planning services.
Full Name
First Name
Last Name
Email Address
example@example.com
How familiar are you with financial planning services?
*
Very familiar
Somewhat familiar
Not very familiar
Not at all familiar
Have you ever used a financial planning service?
*
Yes
No
Which of the following financial planning services have you used? (Select all that apply)
Retirement Planning
Investment Advice
Tax Planning
Estate Planning
Budgeting & Saving
Other
How satisfied are you with the financial planning services you have received?
*
1
2
3
4
5
Please rate the following aspects of our financial planning services.
*
Rows
Clarity of Advice
Professionalism
Accessibility
Personalization
Value for Money
Poor
1
2
3
4
5
Fair
6
7
8
9
10
Good
11
12
13
14
15
Very Good
16
17
18
19
20
Excellent
21
22
23
24
25
How likely are you to recommend our financial planning services to others?
*
Not at all likely
1
2
3
4
5
6
7
8
9
Extremely likely
10
1 is Not at all likely, 10 is Extremely likely
What improvements would you like to see in our financial planning services?
Please share any additional comments or suggestions.
Which age group do you belong to?
*
Please Select
Under 25
25-34
35-44
45-54
55-64
65 or above
What is your current occupation?
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