Your Review Of Penguin

We are continually looking to ensure that we are delivering what you need and want and that we improve what we do where we can. Please be honest with your feedback as we promise to act on feedback where we can. Your feedback will be treated in the strictest confidence.

(Q1) How was the level of communication throughout your Financial Planning Journey with us?

(Q2) Did you feel a sense of confidence in your Financial Planner and the Financial Planning Process?

(Q3) Did your Financial Planner communicate and provide information and recommendations in a clear and understandable manner?
i.e no financial ‘jargon’ or abbreviation of words were used.

(Q4) Did you feel your Financial Planner totally understood you, your life and what you are trying to achieve?

(Q5) Which below statement reflects your thoughts on the Wealth Management Plan Penguin Provided you?*
*please leave blank if you have not been provided with a Wealth Management Plan at this stage

(Q6) How easy was it to deal with us? (Please rate below - 1 being Hard Work and 5 being Effortless)

(Q7) What made you decide to start your Financial Planning Journey with Penguin?

(Q8) If we had a magic wand and we could do anything, no matter how different it may be compared to what you expect from us. What would you really like us to help you do in your life?

(Q9) Are there any particular aspects of our service that stand out to you, either in a positive or a negative way?

(Q10) If you were describing what we do here at Penguin to someone, what would you say?

(Q11) Based on your experience so far, if you were approached by someone requiring financial guidance and support, how likely are you to recommend us? (Please rate below - 1 being the least likely and 10 being the highest)

(Q12) Any other comments that you would like to share?

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