Online Client Questionnaire

Are you broadly satisfied with the advice you received from Cartlidge Morland (please indicate)Extremely satisfiedSomewhat satisfiedNeither dissatisfied nor satisfiedSomewhat dissatisfiedExtremely dissatisfied

If dissatisfied, please explain why.

Are you satisfied with the Cartlidge Morland Partner/Director/Consultant that you deal with (please indicate)Extremely satisfiedSomewhat satisfiedNeither dissatisfied nor satisfiedSomewhat dissatisfiedExtremely dissatisfied

If dissatisfied, please explain why.

Are the written communications you received from Cartlidge Morland generally well written and informative?YesNo

If you answered no, please explain why.

If asked to recommend a wealth manager, would you recommend Cartlidge Morland?

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