Mystery Shopper  

Mystery Shopper: Greater Manchester

Guidance: The adviser told the shopper the premiums will be a lot more expensive than her budget, but he offered to do some research. 4/5

Knowledgeable: He offered good knowledge. 4/5

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Website: www.irlamestatesfs.co.uk

Email: andrewjones@irlamestates.com. 5/5

Verdict: The shopper found the conversation to be useful. 

30/35

 

Adviser: Brookfield Financial Planning (independent)

Address: Moss House, Moss Lane, Altrincham, Cheshire, WA15 8GZ

Speed: 3.13pm. The chartered financial planner picked up after a few rings. 5/5

Telephone manner: The chartered financial planner had a polite phone manner.  5/5

Qualifications: Level 6 chartered financial planner. 5/5

Payment method: The adviser said the company charges on a commission basis, with no fees to be paid by the shopper. 5/5

Guidance: The chartered financial planner suggested the shopper comes in for a face-to-face meeting to discuss how long the shopper needs the cover to last. 3/5

Knowledgeable: The adviser demonstrated adequate knowledge but could have provided more information. 3/5

Website:  www.brookfieldfinancialplanning.co.uk

Email: invest@brookfield-fp.co.uk. 4/5

Verdict: The shopper would have liked a bit more detail from this adviser on life insurance or whether to expect increased premiums because of the father’s health. 

30/35