Mystery Shopper  

Mystery Shopper: Derby

Email: stuart@orridgedunn.co.uk

Website: www.orridgedunn.co.uk 5/5

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Verdict: Shopper’s choice. The adviser took the time to explain to the shopper her options in a lot of detail.

35/35

Adviser: Routen Chaplin Wealth Management (Independent)

Address: Britannic House, 5 Tamworth Road, Long Eaton, Derbyshire, NG10 1JE

Speed: 1.35pm. Call answered by the adviser. 5/5

Telephone Manner: Polite. 5/5

Qualifications: Certified financial planner. 5/5

Payment Method: The adviser said payment will depend on what shopper needs. The adviser was not able to give an example. 2/5

Guidance: The adviser explained that the shopper would need to come in for a financial review to better understand where her assets currently sit. Although the division of assets would typically be determined by the court she might be able to help with a pension sharing order. 4/5

Knowledgeable: The adviser sounded knowledgeable and confident, but the shopper would have liked more detail on her options. 3/5

Email: elizabeth.clarke@routenchaplinwm.co.uk

Website: www.routenchaplinwm.co.uk 5/5

Verdict: Although the adviser was polite and behaved in a professional manner the shopper felt she could have given more detail.

29/35