Financial Advice and Planning
Aim Financial Client Survey
Survey form for AIM Financial
Step 1 of 3
good advice and good solutions
When thinking about insurance advice, where would you look first?
Please identify all areas where you would typically search.
Where did you hear about Aim Financial?
Colleague or friend
In an ideal world which of the following 6 statements would be your ideal insurance adviser
You may choose more than one.
Provides the best solution for my budget
Specialises in small and medium-sized businesses
I know and can trust them to do what is best for me, the client
Is independent, knowledgeable, professional and makes insurance stress-free
Is my one-stop shop for all my financial services needs.
Provides excellent service and pragmatic solutions
Aim Financial Feedback
How would you rate the service you received from Aim Financial?
Would you recommend Aim Financial to others?
Is there any feedback you'd like to give us?
Is there an insurance or financial need you have right now that we have not discussed with you?
Please tell us about it.
Which of these statements would describe your Aim Financial adviser?(You can tick as many boxes as you want.)
Was very helpful and took the time to make sure I understood the sometimes complicated financial jargon.
Is very knowledgeable and provided very good advice and solutions
Provided very good value, the service and advice was more than I expected so would have no hesitation in recommending to friends, family or business associates.
Went out of his way to listen and understand our situation and then provide the best advice for us.
Took the time to do a comprehensive review and we felt very satisfied with the service. We fell like we have got some important areas under control
Followed us up and ensured we were on track.
We have never had such a comprehensive financial health check and we are grateful to have him as our adviser
Has been our personal adviser and risk consultant for many years and are more than happy with his advice.
Provided the best solution for my/our budget.
Provided us with very helpful support at claim time and ensured the process went smoothly.
Other, please elaborate in the box below.
Use this field to elaborate on your 'Other' comment or anything else you would like to add in relation to your experience with your adviser.
Would you like to give us a brief few words about your experience with Aim Financial that we can use on our customer feedback page?
Thank you for taking the time to do this.
Can we use your first names or initials on our website feedback page?
First Name only
Please dont publish any of my details.
Do you like what we did for you? - Tell Others.
If you liked how we helped you, appreciate the service and value you have received from Aim Financial and your adviser , the biggest thanks you can give us is a referral in the box below. They are key to our business so we really appreciate you taking the time to do this.(Use the + sign to add more names.)
Please tick all that apply
We would like a newsletter by email
We would like more contact with our adviser between reviews.
I am happy with the current level of correspondence with Aim Financial.
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Financial Advice and Planning