Adviser Survey



Our website is well set out and informative.
Our charging structure is competitive and offers good value for money
Our application forms are logical and easy to complete
Our management and administration teams are friendly and knowledgeable
Requests and transactions are dealt with in a timely manner
New applications are processed quickly and accurately
Our SIPP commercial property team is knowledgeable and professional
Our Keyfacts documents and Terms and Conditions provide clear information that clients can understand
I am aware of all of your products and services (IM Optimum Portfolios, free IM Optimum SIPP & ISA, Automatic Enrolment, Quantum)
I anticipate continuing to use your services

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