In order to maintain and improve standards, Unbiased, the UK’s biggest IFA search site undertakes a Mystery Shopper exercise, the results of which are published in the Financial Adviser magazine. Each week a mystery shopper seeks advice from a randomly selected group of independent and tied advisers from regions in the UK. The aim is to find out whether advisers are delivering the goods when it comes to the all-important initial telephone contact between client and adviser. It is only intended to evaluate this first interview, and it is understood that further meetings would be necessary before final decisions could be made.
Ward Williams Financial Services were called as part of the programme staged in Watford during a week in September. The scenario was that a potential client and his partner had saved money in a Cash ISA for years, and were looking to put their £60,000 savings into something that yields more than 1.2%. He was concerned about the prospect of not having access to his savings, so wanted somewhere easily accessible.
The outcome of the exercise was that Ward Williams Financial Services were awarded the ‘Shopper’s Choice’ and scored 33/35. You can read the article online by following this link:
If you wish to review your financial affairs, please contact Ward Williams Financial Services Ltd on 01932 830664 or email firstname.lastname@example.org.