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Contact Us

On this page you will find information on how to contact us by a range of methods.

Name Position Telephone Mobile Email
Ramon Puig Practice Principal 01488 649142 07798 717616 ramonadviceonwealth.co.uk
Nathan Morrisen Financial Adviser 01488 649142 07780 602252 nathanadviceonwealth.co.uk
Lorna Saunders-Fitzgerald Business & Technical Manager 01488 649142 lornaadviceonwealth.co.uk
Alison Clapson Mortgage & Protection Administrator 01488 649142 alisonadviceonwealth.co.uk
Antonia Costa Trainee Paraplanner 01488 649142 antoniaadviceonwealth.co.uk
Adam Marshall Trainee Paraplanner 01488 649142 adamadviceonwealth.co.uk
Sam Tesch Project Manager 01488 649142 samadviceonwealth.co.uk

Contact Us

Tel. 01488 649142
Email. ramonadviceonwealth.co.uk

Principal Address

Kingston House
Lydiard Fields
Swindon
Wiltshire
SN5 8UB

Registered Office

Kingston House
Lydiard Fields
Swindon
Wiltshire
SN5 8UB
Advice on Wealth Limited is a Limited Company registered in England & Wales no. 05346635.

Advice on Wealth Limited is able to advise in the following areas.

  • Mortgage Advice
  • Life Insurance/Protection
  • Investment Advice
  • Pensions and Retirement Planning
  • General Insurance
  • Equity Release

Treating Customers Fairly - Client Questionnaire

As part of our commitment to treating our customers fairly, we would welcome your feed back on our products and services.

Please take a moment to complete our Client Satisfaction Questionnaire which will be used to evaluate and improve the services we provide.

Thank you for your feedback, we appreciate you taking the time.

Client Name 1

Title

Forename(s)

Surname

Client Name 2

Title

Forename(s)

Surname

Adviser

Name of Adviser

Questions

Q1. Please rate the thoroughness with which your Adviser went about the process of obtaining sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction?

We'd appreciate you providing more feedback here

Q2. Do you feel that you and your Adviser fully discussed your understanding of Investment Risk and that your recorded attitude to risk matches the product you have chosen?

We'd appreciate you providing more feedback here

Q3. Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand?

We'd appreciate you providing more feedback here

Q4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?

We'd appreciate you providing more feedback here

Q5. Do you feel that the Suitability Report provided a clear explanation of why the product was chosen and accurately detailed the terms of the product recommended?

We'd appreciate you providing more feedback here

Q6. Please rate the clarity with which your Adviser made his/her explanations and their ability to handle your questions during the process

We'd appreciate you providing more feedback here

Q7. Please detail any aspects of the service provided by your Adviser which might have been improved?

Q8. Please rate how well you think your Adviser considered and prioritised your interests when making their recommendation?

We'd appreciate you providing more feedback here

Q9. Would you use the services of your Adviser again?

We'd appreciate you providing more feedback here

Q10. Overall how would you rate our service?

We'd appreciate you providing more feedback here

Email Address

Your Privacy

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

The internet is not a secure medium and the privacy of your data cannot be guaranteed.