Client Satisfaction Survey

How have we done?

We aim to provide an excellent service and appreciate the invaluable feedback we receive from clients. To ensure we maintain standards, and listen to how we might improve, we’d like to know about your experience in using our services. We really appreciate a couple minutes of your time to give us your honest opinion by answering the questions below.


Client Satisfaction Questionnaire

Please tick one box as your answer on each question.

Very Satisfied / Satisfied / Indifferent / Dissatisfied / Very Dissatisfied

(i.e. how would you rate our recommendations in relation to your needs)

Excellent / Good / Average / Poor / Very Poor

(i.e. was everything clearly explained to let you make informed decisions)

Excellent / Good / Average / Poor / Very Poor

(i.e. how well do you think we understood & met your needs)

Very Well / Good / Average / Poor / Very Poor

(i.e. how relevant & timely were our communications)

Excellent / Good / Average / Poor / Very Poor

(i.e. how well did we respond to any queries)

Excellent / Good / Average / Poor / Very Poor

Definitely / Maybe / Unlikely

Definitely / Maybe / Unlikely

If you would like to comment on the services provided, or make any suggestions as to how we can improve our services, please do so in the box below.


If you would prefer your comments were not used please type: 'DO NOT USE' in the Confirm permission section.

Please be assured that your comments will be dealt with in the strictest confidence. We may use your remarks on the Client Comments section of our website, however for confidentiality we never identify clients by their full name, only first name or initials.

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Thank you for taking the time to complete & submit this questionnaire.

Personal information you supply to us will be treated as confidential and held securely in accordance with Data Protection Regulations. Please click here to read our Privacy Notice.



Refer a friend

Recommend Nexus to a Friend

At Nexus we believe in building strong and long lasting relationships with our clients, by providing clear and concise financial advice. We think our clients value our advice and know we've helped to offer them some peace of mind with their financial affairs.

We also know though that there are many other people who can still benefit from good independent financial advice, so we're always pleased when clients refer their friends, family members or colleagues to us.


Refer a friend