Client Satisfaction Survey – 2018
In March 2018, we emailed our clients asking to anonymously take part in our first annual client satisfaction survey. The aim was to find out what we are doing well and what we can improve on. Believing in complete transparency we have published the results in this guide. Download here: 2018 Client Satisfaction Survey
Question: Which financial products did you proceed with?
Top 5 services used:
65.59% Residential Mortgages
17.26% Insurance & Protections
13.98% Will Writing & Estate Planning
9.68% Buy-to-let Mortgages
4.30% Secured Loans & Bridging Loans
Question: How likely are you to do the following…?
92.47% of clients said that they would be ‘very likely’ to or ‘already have’ used their Adviser again.
90.32% of clients said that they would be ‘very likely’ to or ‘already have’ rated their Adviser 5 stars on TrustPilot.
93.55% of clients said they would be ‘very likely’ to or ‘already have’ recommended their Adviser to family & friends.
Question: How would you rate your Adviser in the following areas?
% of clients ranked their adviser ‘very good’ or ‘outstanding’:
1. Took time to learn about me and my situation: 95.70%
2. Knowledge of products advised on: 96.74%
3. Availability and returned calls: 97.83%
4. Was friendly and approachable: 100%
5. Dealt with issues well and solved problems: 94.57%
6. Communicated well and in plain English: 98.90%
The blog postings on this site solely reflect the personal views of the authors and do not necessarily represent the views, positions, strategies or opinions of Sentry Advice Limited. All comments are made in good faith, and neither Sentry Advice Limited nor the author will accept liability for them. No advice is given in any posting. Please contact your adviser for more information or advice.
Mortgages to Purchase a Property
Mortgages to purchase a property a fee of £495 is payable on application – this is fully refundable if we are unable to obtain a mortgage offer.
Remortgages
For processing a remortgage a fee of £295 is payable on application – this is fully refundable if we are unable to obtain a mortgage offer.
Rate Switch / Product Transfer
For processing a product transfer/rate switch where you are remaining with your current lender a fee of £145 is payable on application.
Adverse Credit
For applications where there is a history of adverse credit then a total fee of £495 will be charged, of which £245 is payable at the point a personal recommendation is made, whether you decide to proceed or not. The remaining £250 is payable if/when an application is made and is refundable if we are unable to obtain a mortgage offer.
Equity Release Mortgages
A total fee of £990 will be charged, of which £495 is payable at the point an application is made with a provider. The remaining £495 is payable if/when the application completes.
We can accept payment via bank transfer, credit/debit card via PayPal.
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Sentry Advice Limited are authorised and regulated by The Financial Conduct Authority and are entered on the Financial Services Register (www.fca.org.uk/register) under reference number: 624557
Your home may be repossessed if you do not keep up repayments on a mortgage or other debt secured on it. All enquiries will be passed to a regulated Adviser with appropriate qualifications. The information on this website is for use of residents of the United Kingdom. No representations are made as to whether the information is applicable or available in any other country which may have access to it.
Head Office Registered Address: 89 High Street, Uckfield, East Sussex TN22 1RJ