“60 Second” Customer Feedback Form

At Insight Financial Associates, we seek to provide the ultimate service. Please let us know if we achieved our goal on your behalf.

Tick the boxes below using the scale from 1 to 5 where 1 is not effective, 3 is moderately effective and 5 is highly effective.

Did we… 1 2 3 4 5
1 Provide a personal, informed and relevant service?
2 Show urgency and action your requests promptly?
3 Understand your requirements and pay attention to important detail?
4 Answer all your questions and provide a high quality of advice?
5 Offer you a range of financial services and investment opportunities to meet your criteria?
6 Achieve standards of service that meet your expectations?
7 Overall, how would you rate the service you have received at Insight Financial Associates?
8 Would you use Insight Financial Associates again and/or recommend to someone else?

Insight Financial Associates Limited are authorised and regulated by the Financial Services Authority. Not all of the products and services that we offer are regulated by the Financial Services Authority.