Tell us what you think

Client Feedback Survey 2025

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

Which one of the following statements applies to you best?
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 understands my financial objectives and personal circumstances.(Required)
My financial planner keeps me up to date with matters that are important to me(Required)

Your Understanding


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

Charges

I understand how I am charged for the advice and service I recieve.(Required)

Review meeting

My meetings help give me the information I need to feel more in control of my finances.(Required)

Communications

Communications from Questa are easy to understand.(Required)
I receive updates and communications that are relevant and timely.(Required)
Would you recommend Questa Chartered to friends and family?(Required)

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