Client Survey

Your feedback is so important to us.

We believe in truly bespoke advice, for truly individual circumstances.

We aim to reduce anxieties, explore possibilities and create excitement about the future.

We are delighted you have chosen Blue Sky as your Financial Planning team. With our aim to provide the best possible service, your feedback is extremely valuable.

We would love to understand your experiences with us so far.

Please complete the short survey below.
1 = low and 5 = high.

Thank you for your time.
The Blue Sky Directors

Please complete the questions below. 

    Your Full Name (required)

    Your Email (required)

    1) How well, on a scale of 1-5, did the Blue Sky team understand you and your personal goals, and reflect this in the advice they provided?

    2) Being an FCA regulated business, there will always be quite a lot of client documentation to read and sign. Do you feel we made this as easy as possible for you?

    If 'no', how could we improve:

    3) Do you feel we have communicated with you well so far?

    If 'no', how could we improve:

    4) On a scale of 1-5, please mark our performance in the following areas. Leave as 0 for not applicable:

    Initial enquiry handling
    Welcome and office environment

    Advisers' professionalism and approach
    Clarity of advice
    Keeping you informed of the progress of transactions
    The extent to which your investment portfolio was tailored to you

    Our website
    Our regular weekly communications

    5) On a scale of 1-5, now you have taken Financial Advice, how excited are you about your future?

    6) On a scale of 1-5, how valuable is Cash Flow Planning to you now?

    7) On a scale of 1-5, how likely are you to recommend Blue Sky to friends and family?

    If you are happy to provide a testimonial in your own words, please do so here:

    If you have anything else you would like to add, or a message for a member of the team, please add it here:

    The benefits of choosing Blue Sky:

    • Highly qualified and experienced team offering continuity of service, with personality
    • Clear strategies tailored to your risk preferences and goals
    • Independent, tax-efficient advice from across the whole market place
    • Succinct, regular client communications
    • Competitive fees

    We advise on:

    • Passive and dynamic investments
    • Trusts and Charities
    • Tax efficient options
    • ISAs
    • Pensions
    • Sophisticated investments
    • Discretionary, advisory and bespoke portfolios
    • Cautious investment to high growth strategies