At Wealthcare we are continually looking for ways to improve the services we provide. To help us monitor our performance and identify any areas for improvement we would be grateful if you could take a moment to complete our confidential survey.

Please rate your overall satisfaction on a scale of 1 – 5 for each of the following statements, where 1 = Not satisfied and 5 = Very Satisfied

1. Do you feel that your Adviser obtained sufficient information regarding your personal & financial circumstances prior to making a recommendation?

2. Do you feel that your Adviser fully discussed your understanding of Investment Risk and that your recorded attitude to risk matches the product you have chosen?

3. Do you feel that your Adviser explained the recommended product clearly and in terms which you could fully understand?

4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?

5. Do you feel that the Suitability Report provided a clear explanation of why the product was chosen and accurately detailed the terms of the product?

6. Please rate the clarity with which your Adviser made his/her explanations and their ability to handle your questions during the process

7. Did your Adviser follow up on requests, promptly and completely?

8. How often would you like to be contacted by your Adviser?

9. Please detail any aspects of the service provided by your Adviser which might have been improved

10. On a scale of 1-5 how likely would you be to recommend our services to a family member or friend (1 = very unlikely, 5 = very likely)?

For any ratings of 3 or lower, or for any suggestions on how we could improve our services, please comment here:

Please complete the information below:


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My wife and I are now both retired and have relied on Wealthcare for guidance and advice on pensions, our investments and on a wide range of financial issues. We have never been failed and the advice has always been prompt, reliable, professional and, equally as important, explained in non financial jargon thereby making understanding so much simpler.

Mr & Mrs Franks - Individual Clients

Both myself and my business partner Andrew have used Wealthcare for a number of years now and cannot recommend them highly enough. They've arranged plans which protect us in several areas including life insurance, critical injury and key man cover, Stephen also organised for a shareholders' agreement to be put in place for extra peace of mind.

Sizzle Creative Agency Limited

It wasn’t hard to choose Wealthcare from the list of brokers eager to win our business. From the very start, they sought to understand our company’s particular needs and (importantly) how I choose to work. They listen and deliver. Available to discuss any query, they are friendly, easy to communicate with, responsive, and always looking to go the extra mile to meet our expectations. How could I do anything other than heartily recommend this excellent organisation.

Timpson Limited

The Healthcare team have been a pleasure to deal with as they have made the process of sorting out and managing our PMI straightforward and simple. The Claims and Admin staff are very knowledgeable and will always go the extra mile.

Hodgsons Chartered Accountants

Both Michelle and Rachael have been fantastic. Thank you from the bottom of my heart. I will always recommend you and your company, you have been nothing but supportive, professional, diligent and great fun.

David Smith, Smith and Jones Management

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