Knowledge: The adviser showed a high level of understanding of the situation, and explained several details of the different options available. For example, that a Help to Buy Isa means the government will boost your savings by 25 per cent. 5/5
Email: firstname.lastname@example.org 5/5
Verdict: Shopper’s Choice: The shopper felt at ease talking to the adviser/director, who volunteered details on where the market is at present, the possible impact of Brexit, and how this might affect the different types of investments suitable in this scenario. The shopper felt in good hands.