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
Email: firstname.lastname@example.org 5/5
Verdict: The adviser was polite, but the adviser would have liked to have been given more background information over the phone.
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
Email: email@example.com 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.