The Financial Times recently selected our firm to take part in their Mystery Shopper IFA Review.
Financial Times FT Adviser magazine continually carry out research into firms offering financial advice within the UK to both recognise those providing exemplary service and to assess what areas need improved and those that have improved.
One of their main research tools is the ‘mystery shopper’.
A ‘mystery shopper’ is when a journalist pretends to be a customer to gain an understanding of how competent and robust a company’s advice and procedures are and to review their performance in delivering these when providing financial advice.
We are very pleased to inform you that when assessed by the Financial Times, we received a rating of 33/35 (a score of over 94%), which is very high compared to the majority of the firms they review, however we will strive to ensure we score 100% on our next review.
The scoring was as follows:
Speed of Response – 5/5
Telephone Manner – 5/5
Qualifications – 5/5
Payment Method – 5/5
Guidance Given – 4/5
Knowledge – 4/5
Web Presence – 5/5