Email: artur.childs@arch-fp.com 5/5
Verdict: The adviser gave the shopper very useful information. Shopper's choice.
35/35
Adviser: Thurlowe-Clarke (independent)
Address: Hamilton House, 87-89 Bell Street, Reigate, Surrey, RH2 7AN
Speed of response: 11.02am. The shopper is transferred to an adviser. 5/5
Telephone manner: The adviser had a friendly tone. 5/5
Qualifications: Dip PFS, FPFS, Chartered. 5/5
Guidance: The adviser said he was unable to give any investment advice without sitting down face-to-face and evaluating the financial situation. The adviser also said the guidance would depend on how much risk appetite the shopper’s mother has. 4/5
Knowledgeable: The adviser appeared to be knowledgeable about investment products. 5/5
Payment method: The adviser said the firm charges £175 per hour, and an ongoing management fee that he said depended on the exact situation and investment. 4/5
Website: https://www.thurlowe-clarke.co.uk/
Email: dan@thurlowe-clarke.co.uk 5/5
Verdict: The adviser was willing to help and assess the situation, but a little more general financial information would have been better.
33/35
Adviser: Alliott Graham Brown Financial Planning (independent)
Address: Friary Court, 13-21 High Street, Guildford, Surrey, GU1 3DL
Speed of response: 12.05pm. The shopper is transferred to an adviser. 5/5
Telephone manner: The adviser was pleasant to speak to. 5/5
Relevant qualifications: APFS CFP, Dip PFS. 5/5
Payment method: The firm charges an hourly rate of £275 and a fixed fee for advice. The ongoing charges after that are roughly 0.50 per cent of the investment. 5/5
Guidance: The adviser said he would need more information about the shopper’s mother’s residency status and financial situation. He said investing in a pension plan would be a good way forward. He also said the firm does not advise overseas clients, and therefore wanted to know if the shopper’s mother would become a permanent resident of the UK or not. He also said the pension scheme would only apply if she is a permanent resident. 5/5
Knowledgeable: The adviser was well informed about various eligibility criteria for Isas and pensions. 5/5
Website: https:/www./agbfp.com
Email: nick@agbfp.com
Verdict: The adviser was upfront about the fact that the company may or may not be able to advise the client and was useful to the shopper. 5/5
35/35
