Mystery Shopper  

Mystery Shopper: Birmingham

Website: https://www.southcotefinancial.co.uk/

Email: enquiries@southcotefinancial.co.uk 5/5

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Verdict: Shopper’s Choice: The adviser was very knowledgeable and extremely personable; he was willing to discuss the potential issues of Brexit while being honest about the need to know more about the mother’s financial situation and whether it was a good option in the first place, regardless of Brexit. He offered good guidance and gave a range of costs, and additionally explained his business’ structure. The shopper felt her mother would be in good hands, and would not hesitate to follow through to advice.

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