Email: stuart@orridgedunn.co.uk
Website: www.orridgedunn.co.uk 5/5
Verdict: Shopper’s choice. The adviser took the time to explain to the shopper her options in a lot of detail.
35/35
Adviser: Routen Chaplin Wealth Management (Independent)
Address: Britannic House, 5 Tamworth Road, Long Eaton, Derbyshire, NG10 1JE
Speed: 1.35pm. Call answered by the adviser. 5/5
Telephone Manner: Polite. 5/5
Qualifications: Certified financial planner. 5/5
Payment Method: The adviser said payment will depend on what shopper needs. The adviser was not able to give an example. 2/5
Guidance: The adviser explained that the shopper would need to come in for a financial review to better understand where her assets currently sit. Although the division of assets would typically be determined by the court she might be able to help with a pension sharing order. 4/5
Knowledgeable: The adviser sounded knowledgeable and confident, but the shopper would have liked more detail on her options. 3/5
Email: elizabeth.clarke@routenchaplinwm.co.uk
Website: www.routenchaplinwm.co.uk 5/5
Verdict: Although the adviser was polite and behaved in a professional manner the shopper felt she could have given more detail.
29/35
