• 1

      Welcome

    • 2

      Service Delivery

    • 3

      Communication

    • 4

      Finish

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    Welcome

    Welcome to our Client Survey

    My name is Jonathan, and I am the Head of Client Servicing here at Path Financial.

    Firstly, thank you for continuing to choose Path to partner with you in making your financial future the best it can be for you, your loved ones, all people and the planet.

    As part of my role, I am always looking for ways we can improve the experience and services we offer to you. I’m sure you get inundated with survey requests and if you’re anything like me, there is probably a suspicion that your responses won't get looked at seriously. I’d like to assure you that all responses will be carefully considered and your views help to shape Path's future.

    To that end I have created a short, easy to complete survey. I would be very grateful if you could spare 5 minutes to tell me about your experiences of our services.

    Thank you so much for your time if you can spare it, I really appreciate your feedback.

    If you experience any issues with the survey or have any questions, please email me at jonathan.cooper@thepath.co.uk or call 03330 503 300.

    0%

    1. When I have questions, I receive a response promptly.

    Please provide details (optional)

    2. I have no trouble getting hold of Path when I need to.

    Please provide details (optional)

    3. I feel the advice and information I receive and the product(s) I have are good value for money.

    Please provide details (optional)

    4. What do you value most about our ongoing relationship? (Pick up to 5)

    To select multiple rows, hold down the Ctrl button, or if using Mac the Command button.

    5. Is there anything you do not value about the services we provide?

    Please provide details (Optional)

    33%

    6. How often do you speak with your financial planner?

    7. How often would you like to speak with your financial planner?

    8. Do you find our newsletter a valuable source of information?

    What information would you like to receive? (Optional)

    9. Would you recommend us to friends, family and colleagues?

    10. I understand what services I am paying Path to provide me with.

    11. I understand how Path collect their fees for ongoing services.

    12. Whilst we sincerely hope you will never need to, do you know how to make a complaint regarding our advice or services?

    13. I understand all the documents (or electronic equivalents) I received from Path.

    Please provide details (optional)

    14. I am happy with the methods used to communicate with me.

    Please provide details (optional)

    15. When I visit Path's website, I find it informative and easy to find the information I am looking for.

    Please provide details (optional)

    16. I know how to access on-line resources my products come with, such as how to view my investments?

    Please provide details (optional)

    66%

    17. Overall, how satisfied are you with the services we have provided you with to date? (10 being extremely satisfied, 1 being not satisfied)

    5

    18. Are there any other comments you would like to make?

    If you are happy to provide your name, or have raised anything that will require a response, please do so here:

    100%