Client Experience Survey | EB Wealth
Client Survey  ·  Confidential
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EB Wealth  ·  Annual Client Survey 2025

Your feedback shapes the service we provide

As your Independent Financial Adviser, we are committed to acting in your best interests at all times. In line with our regulatory obligations — including the FCA's Consumer Duty — we conduct regular surveys to ensure we are genuinely delivering good outcomes for every client.

This survey is completely confidential and should take around 5–7 minutes to complete. There are no right or wrong answers — we simply want to hear your honest experience.

Approximately 5–7 minutes
Section 1 — Your Adviser
Question 1 of 14
How satisfied are you with the overall service you receive from EB Wealth?
1 = Very dissatisfied    5 = Very satisfied
Very dissatisfiedVery satisfied
Question 2 of 14
How well does your adviser listen to and understand your individual needs and circumstances?
1 = Not at all well    5 = Extremely well
Not at allExtremely well
Question 3 of 14
How confident are you that the advice you receive is genuinely in your best interests?
Section 2 — Understanding & Communications
Question 4 of 14
How clearly does your adviser explain financial information and recommendations?
1 = Very unclear    5 = Very clear
Very unclearVery clear
Question 5 of 14
After meetings or reviews, do you feel you have a clear understanding of the recommended actions and the reasons for them?
Question 6 of 14
Which of the following best describes your understanding of your current financial arrangements? (Select all that apply)
Section 3 — Value & Products
Question 7 of 14
Do you feel you receive good value for the fees you pay for financial advice?
Question 8 of 14
To the best of your knowledge, are the products and services you hold still appropriate for your current needs and circumstances?
Section 4 — Your Support Needs
Why we ask these questions: The FCA requires us to understand whether any of our clients may need additional support. This helps us ensure our service is always tailored appropriately to you. You don't have to answer these questions, but we encourage you to do so.
Question 9 of 14
Do you currently have any circumstances that might mean you need additional support from us? (Select all that apply)
For example: a health condition, bereavement, significant life change, or difficulty with reading, hearing, or digital access.
Question 10 of 14
Do you feel comfortable raising concerns or questions with your adviser?
Section 5 — Your Financial Outcomes
Question 11 of 14
How confident are you that you are on track to achieve your financial goals?
Question 12 of 14
How likely are you to recommend EB Wealth to a friend, family member, or colleague?
0 = Not at all likely    10 = Extremely likely
Not at all likelyExtremely likely
Section 6 — Improvements & Feedback
Question 13 of 14
Which area(s) would you most like us to improve? (Select up to 3)
Question 14 of 14
Is there anything else you'd like to share with us? (Optional)
Please include any suggestions, concerns, or positive feedback you'd like us to know about.
Optional — About You
These questions are entirely optional and help us understand whether we are serving all our clients equally well. They will not be linked to your individual survey responses in any reporting.
Optional
How long have you been a client of EB Wealth?
Optional
What is your age range?

Your responses are confidential and processed in accordance with our Privacy Policy and GDPR obligations. By submitting, you consent to your anonymised responses being used to improve the service we provide to all our clients.

EB Wealth is a trading style of The EB Partnership London Limited, Appointed Representative of Bond Wealth Ltd, authorised and regulated by the FCA.

Thank you for your feedback

Your responses have been recorded. We review all survey results carefully and use them to continuously improve the service we provide to you and all our clients at EB Wealth.

If you have an urgent concern or would like to speak with us directly, please contact your adviser or call us on 020 7947 0211.

EB Wealth  ·  Independent Financial Advisers

Apsley House, 176 Upper Richmond Road, London SW15 2SH  ·  020 7947 0211  ·  enquiries@theebpartnership.co.uk

EB Wealth is a trading style of The EB Partnership London Limited (Reg. No. 08977367), an Appointed Representative of Bond Wealth Ltd, authorised and regulated by the FCA.