TCF Client Questionnaire


At HALE Wealth Management the fair treatment of clients is central to our culture. Please help us to maintain the highest possible standards by giving us information about your experience in dealing with our adviser.



  1. My Adviser clearly explained the charges and the services provided.
  2. Yes No
  3. My Adviser took time to understand my personal and financial circumstances
  4. Yes No
  5. My Adviser explained their recommendations clearly.
  6. Yes No
  7. The recommendations I received were tailored to my needs and circumstances.
  8. Yes No
  9. The recommendations I received were tailored to my needs and circumstances.
  10. Yes No
  11. My Adviser kept in regular contact during the advice process.
  12. Yes No
  13. How would you rate our service?