Mystery Shopper: Cheshire

Knowledge: The adviser was knowledgeable and helpful in the way in which he dispensed the information. 5/5

Website: am@pbatesfs.co.uk

Email: www.pbatesfs.co.uk 5/5

Verdict: The adviser gave the shopper a broad idea of what her options are.

32/35

 

Adviser: Farsight Financial (independent)

Address: The Farmhouse, Bridge House Mews, Bell Lane, Thelwall, Cheshire, WA4 2AA

Speed of response: 12.45pm. One ring and call answered by the adviser. 5/5

Telephone manner: Polite. 4/5

Key qualifications: DipFS. 5/5

Payment method: Commission from the provider. 4/5

Guidance given: The adviser told the shopper that she can have a private pension alongside her workplace pension in the event that the auto-enrolment offering does not give her the level of expected benefits or returns that she needs. 4/5

Knowledge: The adviser appeared to have a broad understanding of the caller’s needs. 4/5

Website: www.farsightfinancial.co.uk

Email: alastair.miller@farsightfinancial.co.uk 5/5

Verdict: The adviser gave the shopper a broad idea of options and actions she should take, but she would have liked more detail.

31/35

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