Mystery Shopper  

Mystery Shopper: Worcester

Knowledge: The adviser sounded quite knowledgeable offered an explanation of the various tax benefits. 3/5

Website: www.alexanderhousefs.co.uk

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Email: matthew.taylor@alexanderhousefs.co.uk 5/5

Verdict: The adviser was professional and knowledgeable about the options available, if reluctant to say a great deal over the phone initially. 

31/35

 

Adviser: Financial Advice Centre (independent)

Address: 7 Sansome Place, Worcester, WR1 1UG

Speed of response: 11.34am. One ring and transferred to an adviser by the receptionist. 5/5

Telephone manner: Friendly and professional. 5/5

Relevant qualifications: Adv DipFA. 5/5

Payment method: There are two charging structures. A report can cost up to £600. If a recommended investment goes ahead the fee is on a tiered percentage basis. 4/5

Guidance: The adviser explained that any decision would depend on the shopper's current circumstances and her goals. He asked whether she was registered as a limited company and explained the tax benefits of paying into a pension through her company or paying personally. 5/5

Knowledge: The adviser appeared to be very knowledgeable and described the forthcoming changes in the law affecting when an individual can withdraw money from their pension. 5/5

Website: www.face-uk.com

Email: adam@face-uk.com 5/5

Verdict: Shopper's Choice. The adviser was helpful, knowledgeable and provided clear explanations in plain English with plenty of information about the options available.

34/35