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
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
