Knowledge: The adviser said it was important to think of tax and protection as a joined up process; the worst thing to do would be to try and do it in bits and pieces. He added that will planning was another important factor, and they could gel those two things together for her by liaising with a solicitor. 5/5
Website: https://optimum-ifa.co.uk/
Email: gary@optimum-IFA.co.uk 5/5
Verdict: Shopper’s choice: The adviser spoke confidently and reassuringly. He was helpful and demonstrated a good understanding of the issues and shopper’s concerns. He also suggested she consider and shop around for other advisers before making a decision. This was the shopper’s choice, on the basis that his manner was open and friendly, and he required the least amount of prompting compared to the others.
34/35
