The latest FT Financial Adviser mystery shopper results have been published. We are not surprised to find out our mortgage advisor Malcolm was the “shopper’s choice” with the top score of 35/35!! Contact us, your local Independent Financial Advisers to discuss all aspects of your finances including mortgages, pensions, investments, life insurance, estate planning, equity release etc.
Adviser: Financial Fortress (independent)
Address: 3 AV Wilding Estate, Guilden Sutton, Chester CH3 7EX
Speed of response: 11.43am. Transferred to an adviser. 5/5
Telephone manner: The adviser was polite. 5/5
Relevant qualifications: Mortgage Advice Qualification (MAQ). 5/5
Payment method: A £595 fee when mortgage is completed. 5/5
Guidance: The adviser explained that although most lenders will accept a maximum of two mortgage applicants, other lenders will accept more. He also told the shopper that if they were looking for a Help to Byuy or shared equity scheme, lenders tended to be more restrictive. He told the shopper to aim for a 10 per cent deposit as this would open up more buying options. 5/5
Knowledgeable: The adviser sounded knowledgeable and was very helpful in terms of the information they gave. 5/5
Website: www.financialfortress.co.uk
Email: malcolmgorton@financialfortress.co.uk 5/5
Verdict: Shopper’s choice. The adviser behaved in a very professional manner and provided the shopper with a lot of information. 35/35
https://www.ftadviser.com/mortgages/2018/08/08/mystery-shopper-wrexham
