Superb. The shopper felt better informed about his investment options after speaking with the adviser.
Cooper Assurance Services
57 Onslow Road, Mickleover, Derby, DE3 9JG
Speed of response: Time of call: 4.01pm. The call was answered after four rings. 5/5
Somewhat curt. 2/5
Level four diploma. 5/5
£150 hourly rate. 5/5
The adviser said there were options available, but they depended on the shopper’s degree of risk. He suggested arranging an initial meeting to discuss his case in greater depth.
The adviser sounded confident in his knowledge of the topic, but failed to display the extent of his knowledge in the guidance given. 3/5
The adviser appeared to have other things on his mind. The phone call only lasted two minutes.
Speed of response: Time of call: 4.05pm. Answered by an automated system. Call transferred within a minute. 4/5
Polite and friendly. 4/5
The representative said she was not qualified to give advice. 0/5
The representative said individuals with assets of £50,000 could seek financial advice from one of the firm’s premier relationship managers. 3/5
The representative showcased knowledge of the firm’s financial advice policy. 2/5
Good, the representative was honest about her inability to offer advice and presented herself well.