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Financial Goal Setting
Client Satisfaction Survey
Did you feel valued and important throughout the application process?
Were you happy with the frequency of contact from our client services officers?
If not, please comment
How would you rate the clarity and relevance of information provided by our staff?
If you selected anything lower than satisfied, could you please provide feedback?
Would you recommend our company to a friend or colleague?
If you could change anything about your experience with us, what would it be?
Time taken to complete my transactions
The frequency of contact by our staff
Staff explaining reasons behind additional requests (ie: further documents such as I.D)
Multiple staff members contacting me to discuss applications, invoices, financial advice etc.
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I absolutely adore this company and the people who help me with my financial planning...
Nothing is ever too much trouble. Everything is explained in a clear, friendly fashion. All matters are dealt with in a swift, efficient fashion. ...
Rothgard have always taken our concerns and questions seriously and have provided clear advice about our plans and needs....
Contact our friendly team