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Tell us what you think

Client Feedback Survey 2024

Thank you for taking a few moments to complete our survey.

At Questa - we’re always looking to provide the best service we can, and your feedback makes a big difference!

Your Feedback About Questa

Questa presents itself as a professional organisation(Required)
I feel that I can raise any concerns or ask questions at any time(Required)
Everyone I have dealt with at Questa has been very helpful(Required)

Your Feedback About Your Financial Planner

My financial planner fully understands my financial goals and has my best interests at heart(Required)
My financial planner keeps me up to date with matters that are important to me(Required)

My understanding of investment risk(Required)
My attitude to risk and the effect it has on achieving my financial goals(Required)

Charges

I clearly understand how I am charged for the advice and service I receive(Required)

Review meeting

The review meeting with my financial planner is of value to me(Required)

Communications

Communications sent to me are easy to understand, relevant and prompt in delivery(Required)
Over the last 12 months I have felt that my financial planner kept me up to date with any relevant news(Required)
Would you recommend Questa Chartered to friends and family?(Required)

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01253 83 00 50 Questa House, Croft Court, Plumpton Close, Whitehills Business Park, Blackpool, Lancs FY4 5PR.

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