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Customer Care Questionnaire

  • Please rate our service
    Strongly agreeSlightly agreeSomewhat disagreeStrongly disagreeDoes not apply
    Do you feel you were given details clearly explaining Enable Independent’s services and their cost early in your discussions?
    Do you feel that your adviser obtained sufficient information regarding your personal and financial circumstances prior to making a recommendation?
    Do you feel that your adviser told you about the limitations as well as the advantages of the mortgage product recommended?
    Do you feel that the Suitability Report provided a clear explanation of why the product was chosen and accurately detailed the terms of the mortgage recommended?
  • Enable Independent work with referrals from their existing clients – how likely would you be to refer us to your friends or relatives?
    012345678910
  • Please give names and approved contact details, thank you. We'd prefer it if you could let anyone know to expect a call from us if possible.

Understanding Your Capacity for Loss

  • Within the first 5 years.Between 5 and 10 years.More than 10 years.
  • It will cause a significant impact. I cannot afford for this to happen and I would struggle financially.It would cause me to re-assess my standard of living and I might have to make some cut-backs.Little if any affect as I have alternative income and/or assets to maintain my lifestyle.
  • I’d have no alternative – I would definitely need to access this investment.I might consider taking funds from this investment if absolutely necessary.No. I have sufficient other savings / assets that I can access in an emergency
  • NoneVery little spare income. Any increase in monthly spending would affect my standard of living.Some spare income. Any increase in monthly spending could affect my standard of living.A reasonable amount. Any increase in monthly spending is unlikely to affect my standard of living.significant. Any increase in monthly spending is would not affect my standard of living.
  • NoneLow short term debt or long term debt.Low short term debt and long term debt.Moderate short term debt or long term debt.Moderate short term debt and long term debt.High short term debt or long term debt.High short term debt and long term debt.
  • I am expecting a big increase to my spending (mortgage / loan / school fees etc )I am expecting a small increase to my spending (mortgage / loan / school fees etc)I do not expect any change to my spendingI am expecting a small decrease to my spending (mortgage / loan repaid, school fees finish etc)I am expecting a big decrease to my spending (mortgage / loan repaid, school fees finish etc)
  • I strongly agree with this statementI agree with this statementI somewhat agree with this statementIn between – I agree and disagree equally with this statementI somewhat disagree with this statementI disagree with this statementI strongly disagree with this statement
  • YesNo
  • I strongly agree with this statementI agree with this statementI somewhat agree with this statementIn between – I agree and disagree equally with this statementI somewhat disagree with this statementI disagree with this statementI strongly disagree with this statement
  • None1 person2 people3 people4 or more people
  • A) I cannot afford to lose any of my investment. I appreciate that if I take no risk inflation may reduce the real buying power of my money over time but any loss would have a major impact on my standard of living.B) I can afford to lose only a very small amount of my investment and if this was to happen I would still be able to maintain my standard of living. I am prepared to move away from cash and accept some investment risk in return for potential growth over that offered by cash. I understand that investments can go up and down in value and I may get back less than I invested.C) I can afford to lose a small amount of my investment and if this was to happen I would still be able to maintain my standard of living. I am prepared to invest in a wider range of asset types, including shares. I understand that this may mean the value of my money may go up or down and that I may get back less than I invested.D) I can afford to lose a moderate amount of my investment and if this was to happen I would still be able to maintain my standard of living. I am looking to balance risk and reward with the potential for higher returns over the longer term. I understand that this may mean the value of my money may go up or down and that I may get back less than I invested.E) I can afford to lose a large amount of my investment and if this was to happen I would still be able to maintain my standard of living. I am prepared to accept a higher level of risk with my money for the potential of higher returns in the longer term. I am more likely to experience significant fluctuations in the value of my money from time to time.F) I can afford to lose most of my investment and if this was to happen I would still be able to maintain my standard of living. I am prepared to take a very high level of risk for the potential of very high returns over the longer term. I understand that there may be very significant day to day fluctuations in the value of my investment.G) I can afford to lose all of my investment and if this was to happen I would still be able to maintain my standard of living. I am an experienced investor with a good understanding of the risk & reward trade off. I understand that the value of my investment may be extremely volatile with very significant day to day fluctuations in the value of my investment.

  • Please now complete the details below and submit the form.

    By submitting this form you confirm the details you have provided are accurate.

Knowledge and experience assessment

  • Did you take financial advice when arranging them, or did you arrange them yourself? (please tick as applicable)
    Do not holdHold, advice receivedHold, NO advice received
    1. Building society deposit/savings accounts
    2. Regular savings vehicles including endowments, friendly society bonds
    3. Lump sum investment bonds
    4. Unit trust/OEIC/non-cash ISA
    5. Regular and/or single premium personal pension contracts
    6. More complex pension arrangements such as SIPP and SSAS unsecured pension/income withdrawal
    7. Have you traded shares, gilts, corporate bonds
    8. Warrants, derivatives, commodities, spread betting
    9. Tax planning (such as VCT, EIS, business property relief)
    10. Inheritance tax planning (such as business property relief, whole life assurance, discounted gift trust)
    11. Structured investment products
    12. Non-mainstream pooled investments (NMPI– including UCIS).
    13. Investment portfolios such as advised / discretionary portfolios
  • Generally, what type of service are you most familiar with?
    YesNo
    In any past dealings, would you normally receive advice?
    Do you have any experience of requesting transactions on an execution only basis?

  • Please now complete the details below and submit the form.

    By submitting this form you confirm the details you have provided are accurate.

Our Services
Investment Planning

Investment
Planning

Retirment Planning Advice

Retirement
Plannnig

Life Insurnace Advice

Life
Insurance

Income Protection

Income
Protection

Mortgage Advice

Mortgage
Matters

Businness Planning Advice

Business
Planning

Free Consultation

Call Enable FLP today on 01279 755 950 to book your FREE consultancy and to find out how we can make your money work better for you. Alternatively, send us a message by clicking here and one of our financial experts will call you back

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Our Google Reviews

Lorraine SerieuxLorraine Serieux
12:19 09 Feb 22
Ian Medway was my broker, it was a first time purchase for me and he took me through the process and advised at every milestone step which I will always appreciate. All in all... without Ian (mainly) Debbie and Jane I doubt I’d be sitting in my first home today. Ian is amazing and I would not hesitate to recommend Enable to anyone and I certainly would use them again. A massive thank you to all.read more
Anna JermainAnna Jermain
07:35 30 Dec 21
Absolutely first class in their customer service, speed and efficiency in our dealings with them. Ellen and her team were 5* in their service provided. We wouldn’t use anyone else... now. Highly recommend this company. Got us into our house just in time for Christmas.read more
Ellie NichollsEllie Nicholls
12:52 09 Dec 21
I would highly recommend to use Enable. Ellen our Mortgage advisor, was very professional and made the whole process completely stress free. As First Time Buyers, the Mortgage... process was not familiar to us but Ellen was always more than happy to discuss all aspects of the process. I look forward to using Enable again.read more
aaron arnoldaaron arnold
17:42 17 Nov 21
Very good service. Stephen was our advisor and was very friendly and helpful throughout the whole process of arranging a mortgage. He took us through all of the options after... taking the time to get to know our situation and plans for the next few years and helped us to get a great fixed deal.When this deal is up I will definitely return and have no problem recommending Enable to anyone.read more
Annabel GammonAnnabel Gammon
14:29 08 Nov 21
Ellen helped us with our recent mortgage, I was skeptical of any mortgage advisor based on previous experience and opinions of friends and family, but Ellen was an absolute dream... to work with. She was so responsive, friendly and gave great advice, so pleased we were recommended Enable and will definitely be coming back to them when our mortgage contract runs out. Thanks for helping us to get our dream house, I'm sure it would have been a lot more stressful if we hadn't of had such a fast and professional advisor!read more
Leon SabwaLeon Sabwa
17:03 18 Oct 21
I would strongly recommend Enable for their professionalism and service. Their support and guidance has always been relevant as my circumstances change and I feel that they have... always been there for me and my family. Thank you!read more
Nigel LewisNigel Lewis
10:12 22 Sep 21
Have used Enable on a couple of occasions now, and have been extremely happy with all aspects of their service and approach.Stephen is very professional, and goes that extra mile... to make sure all of your requirements have been met, and most importantly of all, he listens to you, and formulates a plan accordingly. All to often, advisers don’t listen and recommend what they ‘think’ you require.Enable/Stephen are a breath of fresh air in all aspects of their approach.I would have absolutely no hesitation in recommending that you have a chat with them.read more
Ben CowellBen Cowell
15:41 23 Aug 21
We were so pleased by the service that Ellen provided. She guided us through the complexity of moving house, and was incredibly efficient and helpful at all times. Our initial... house purchase fell through, but Ellen swiftly helped us in the process of transferring the mortgage to another property, which we were very pleased to move into earlier this month. We cannot fault Ellen – she was swift to respond to our questions, and was able to process the mortgage with no fuss as well as offer us other financial services. We would definitely recommend Enable, and Ellen, to anyway embarking on a house sale and/or purchase.read more
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SERVICES

Here are some of the financial services that Enable FLP offer

Investment Planning
Retirement Planning
Life Insurance
Income Protection
Mortgages Matters
Business Planning

OPENING HOURS

Our office is open 6 days a week. 

Monday: 9:00 am–5:30 pm
Tuesday: 9:00 am–5:30 pm
Wednesday: 9:00 am–5:30 pm
Thursday: 9:00 am–5:30 pm
Friday: 9:00 am–5:30 pm
Saturday: 9:00 am–5:00 pm
Sunday: Closed

HOW TO FIND US

Enable Independent Financial Life Planners are located in Bishop’s Stortford at

25C North Street, Bishop’s Stortford, Hertfordshire CM23 2LD.
(Click here to see a map)

To speak to one of our team or to make an appointment please call 01279 755 950

Enable Independent Ltd is authorised and regulated by the Financial Conduct Authority no.221076. Registered office: Rae House, Dane Street, Bishop’s Stortford, Hertfordshire CM23 3BT. Enable Independent Ltd is registered in England & Wales no. 4534546.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses can not resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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