Financial Advice Mystery Shopping

The all-inclusive fee for this assessment is £200.

  • The assessment involves an in-depth financial advice query, discussing your savings and investment needs and goals and/or discussing your need for protection for yourself and family in the event of death, critical illness, or loss of income
  • To qualify for this advice, you will need to have evidence of £100,000 or more in liquid savings or investments/available to invest (savings etc. and not currently held in property or business investments or in a pension)
  • At the end of the full journey you will have the option to receive an in-depth report detailing financial/investment/protection advice based on your personal circumstances that is worth £300 to £420