Knowledge: The adviser was knowledgeable and helpful in the way in which he dispensed the information. 5/5
Email: www.pbatesfs.co.uk 5/5
Verdict: The adviser gave the shopper a broad idea of what her options are.
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
Email: email@example.com 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.