CLIENT QUESTIONAIRE

How are we doing?

Your experience with Sterling Street matters to us. This short questionnaire helps us understand what we're doing well and where we can improve our service to you and your family.

Share Your Experience
Client Name
Tell us about the adviser (Optional)
Tell us about the service you received
Q1.Did your adviser listen carefully to your concerns and understand your financial goals?⋆
Q2.How clearly did we explain the options available to you?⋆
Q3.Do you feel confident about the financial decisions you made with our guidance?⋆
Q4.Would you recommend Sterling Street to family or friends?⋆
Data Policy

We take your privacy seriously. Personal data submitted to Sterling Street Limited with this form will be treated in accordance with the Data Protection Act 2018.

Sterling Street

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