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Client Survey

Client Satisfaction Survey

As part of our commitment to treating our customers fairly, we would welcome your feedback on our products and services. Please take a moment to complete our Client Satisfaction Survey which will be used to evaluate and improve the services we provide.

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Do you think your adviser was thorough during the process of obtaining information about your personal and financial circumstances?*
Do you feel that the Suitability Report provided a clear explanation of why the product was recommended for you?*
How satisfied are you with the overall product / service?*
Compared to similar services offered by other companies, how do you consider our service?*
Would you use our services again?*
Would you recommend other people to use the services of your Adviser?*
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At Haven Financial Planning Limited, we understand that financial planning isn’t just about numbers; it’s about securing your future, realising your dreams, and protecting what matters most to you.

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  • A: Earle House, Ground Floor, Atlantic Street, Altrincham, Cheshire, WA14 5DD
  • P: 0161 519 8500
  • E: [email protected]

© 2025 Haven Financial Planning. All rights reserved – Website by Sood.

Haven Global Strategies Limited is a company registered in England & Wales no. 07661911. Haven Global Strategies Limited is authorised and regulated by the Financial Conduct Authority (FCA), no. 844313.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Our Director, Mark Andrew Tarry is a member of The Personal Finance Society and the Chartered Insurance Institute.
The Financial Conduct Authority does not regulate Trusts, Will Writing and Tax Planning.
Haven Financial Planning Ltd is a trading name of Haven Global Strategies Ltd.