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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 Email
Paul Ring Dip. PFS Director and Financial Adviser 01761 415010 option 2 paul.ringwaterhouseifa.co.uk
Julian Docherty Dip. PFS Director and Financial Adviser 01761 415010 option 3 julian.dochertywaterhouseifa.co.uk
Elizabeth Dennis Dip. PFS Independent Financial Adviser 01761 415010 option 5 elizabeth.denniswaterhouseifa.co.uk
James Docherty Mortgage and Protection Adviser 01761 415010 option 6 james.dochertywaterhouseifa.co.uk
Lorraine Ring Director and Company Secretary 01761 415010 option 1 lorraine.ringwaterhouseifa.co.uk
Sarah Docherty Director and Paraplanner 01761 415010 option 4 sarah.dochertywaterhouseifa.co.uk
Sam Knight Mortgage and Protection Adviser 01761 415010 option 7 sam.knightwaterhouseifa.co.uk
Debbie Higgs Building Society Manager 01761 412980 option 1 bibswaterhouseifa.co.uk
Carrol King Building Society Manager 01761 412980 option 1 bibswaterhouseifa.co.uk
Martha Hitchens Administrator and P.A to Julian Docherty 01761415010 option 4 martha.hitchenswaterhouseifa.co.uk

Contact Us

Tel. 01761 415010
Fax. 01761 415770
Email. infowaterhouseifa.co.uk

Principal Address

23 High Street
Midsomer Norton
Radstock
Somerset
BA3 2DR

Registered Office

23 High Street
Midsomer Norton
Radstock
Somerset
BA3 2DR
Waterhouse Independent Financial Advisers Ltd is a Limited Company registered in England & Wales no. 9469734.

Waterhouse Independent Financial Advisers Ltd is able to advise in the following areas.

    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?

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

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

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    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?

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

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    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?

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

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    Q10. Overall how would you rate our service?

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