Mystery Shopper  

Mystery Shopper: Bradford

Knowledgeable: The shopper was unable to gauge how much the adviser knew, as the adviser was reluctant to offer much information over the phone. 3/5

Website: www.iftllp.com

Email: toby@iftllp.com 5/5

Verdict: The adviser was polite, but the adviser would have liked to have been given more background information over the phone.

32/35

 

Adviser: NBS Financial Planning (independent)

Address:  22 Victoria Road, Saltaire, Shipley, West Yorkshire BD18 3LQ

Speed of response: 12.13pm. Call transferred to an adviser. 5/5

Telephone manner: Friendly and professional. 5/5

Relevant qualifications: Diploma in Financial Planning. 5/5

Payment method: Depends what will be discussed at the meeting. 2/5

Guidance: The adviser told the shopper that although the trend was to weigh up the disadvantages and advantages of a transfer, for his business it is very much a personal decision. He explained he likes to approach his advice from the point of view of what is good for the client. 4/5

Knowledgeable: Although the adviser spoke with confidence the shopper would have liked a bit more information on how pension transfers worked. 4/5

Website: www.nbsfinancialplanning.co.uk

Email: office@nbsfinancialplanning.co.uk 5/5

Verdict: The adviser was friendly and spoke in a way that made the shopper feel at ease, but she would have liked an overview of the sector. 

30/35