Please rate the thoroughness with which you felt our Adviser went about the process of obtaining updated information regarding your personal and financial circumstances, and also establishing your ongoing needs, objectives and aspirations?
Do you feel that you and your Adviser fully discussed your current understanding of and attitude to Investment Risk and that you are comfortable with the assessment outcome?
Please rate the quality of our Review Report and whether it was presented in a manner that was easy to follow, provided a clear explanation of how your investments were performing and accurately detailed ongoing terms and charges?
Please rate our ongoing service, and also whether you feel it is offering good value and remains of real benefit to you?
Overall how would you rate your latest dealings with Optimum, including our communications, staff friendliness, adviser knowledge and professionalism?
Based on your ongoing experience, how likely is it that you would recommend Optimum to family and friends, if they needed to see a financial adviser?