Knowledge: The adviser was helpful and provided the shopper with useful information. 4/5
Website: http://smwm.tppowered.com 5/5
Verdict: The adviser was fairly helpful and provided some information to the shopper.
Adviser: Castle Investment Consultants (independent)
Address: 19 Junction Rd, Totton, Southampton, Hampshire SO40 9HG
Speed: 10.13am. Call transferred to a financial adviser. 5/5
Telephone manner: Friendly. 5/5
Qualifications: Dip PFS. 5/5
Payment method: The adviser explained the fee was not a set structure, but is dependant on the work carried out. 3/5
Guidance: Adviser said that as the work was very complicated their approach was to arrange an initial meeting to discuss her grandmother’s situation and what she wants to achieve. 3/5
Knowledge: The shopper was unable to ascertain the full level of the adviser’s knowledge as she was reluctant to provide detailed information. 2/5
Website: www.castle-investments.com 5/5
Verdict: The adviser was confident in her dealing with the shopper but did not provide the shopper with enough information, despite being prompted.