CompaniesJun 5 2014

Mystery Shopper: Rochester

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(Independent) Squirrel Financial Planning, 36 New Road, Chatham ME4 4QR

Speed of response: Time of call: 3.21pm. 14 rings and then a call back arranged. 3/5

Telephone manner: Professional. 3/5

Relevant qualifications: Level four. 5/5

Payment method: First meeting free and then any fee would depend on the exact requirements established during the initial meeting. 4/5

Guidance given: The adviser explained that the suitability of structured products depended on the shopper’s objectives. He said that these types of investments were often considered to be “high risk” and that the first port of call would be to set up a meeting to come up with a plan suited to the shopper’s individual needs. 3/5

Knowledge: He provided a very basic description of how structured products worked and was hesitant to discuss anything else ahead of a meeting. 3/5

Email/Web presence: http://www.squirrelfinancial.com 3/5

Verdict: The adviser initially seemed sceptical about the shopper’s interest in structured products and disclosed very little information over the phone about charges and other investments. Instead, he said he preferred to email some information and to meet in person. 24/35