TEST FIRM ONLY - Financial Advice

Martineau Lane
Norwich
Norfolk
NR1 2DH

52.6152, 1.3076

Financial Services

Listed under:  Financial Advice
100% recommended   Rating 8.5/10
1 reviews since 2015
 
Satisfaction Ratings
 
Overall Rating
8.5 /10 Overall Rating 8.5/10
Based on 1 reviews since 2015
 
 
 
Thorough 10/10 Thorough Rating 10.0
My adviser takes time to understand my particular situation

 
Clear 9/10 Clear Rating 9.0
My adviser gives me confidence to decide what is right for me

 
Caring 8/10 Caring Rating 8.0
My adviser gives me clear information about the choices available

 
Helpful 7/10 Helpful Rating 7.0
My adviser treats me with integrity dignity and respect

 
 
 
Recent Reviews 
 
" Space for comments from the client about the service received. TEST ONLY"   more
 
About Us



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Reputations are not built overnight
In Referenceline's view, this track record is more important than the ratings. Don't be impressed by a few old reviews which may not be representative.  Look for firms with a commitment to asking for feedback - good or bad - from their customers.  We recommend that you look for a track record of ratings and reviews in at least 9 of the last 12 months and that you should not be too concerned about an isolated negative review.  Ask the firm for their side of the story.
 


 
Code of Practice
Businesses have a legal responsibility to treat you fairly, but it's often hard to know what questions to ask or what standards to expect.  They are the experts and you should be able to rely on them to help you make decisions.  These questions explain the commitments that this business has made to follow a code of practice and they will help you understand what you have a right to expect.

 
Authorised by FCA: 100%
My adviser confirmed they are authorised by the Financial Conduct Authority and listed on the Financial Services Register
 
Type of advice given: 100%
My adviser made clear whether their advice is independent or restricted
 
How they are paid: 100%
My adviser explained how they are paid for giving this advice
 
Used simple language: 100%
My adviser used simple language, avoided jargon and encouraged me to ask questions
 
Explained the benefits: 100%
My adviser explained why each product might be right for me
 
Explained any risks: 100%
My adviser explained any potentials risks as well as benefits for me
 
Written confirmation: 100%
My adviser gave me a clear written record of their advice
 
How to complain: 100%
My adviser explained how I can complain to the Financial Ombudsman
You can see how many customers have said "Yes" in answer to each question, but please don't expect 100% in every case.  Nobody's perfect and some customers may not be completely sure about the answer.  It's more important that you understand these questions and discuss them with the business so that you both agree what good service means for you.  A responsible business will be happy to explain the details to you and it's always better to clarify these points upfront to avoid misunderstandings later on.
 


Most Popular Words
Reputations are about so more than just ratings. What are the words that customers tend to volunteer when a firm is mentioned? Do they mention particular people that work there?

client 1
comments 1
received 1
service 1
Space 1
These are the words most often used in the reviews for this business. Look for the names and comments that reviewers use most often. We count each word once per review.




Customer Reviews
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1

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Review 28 Jul 2015
Recommended by customer in NR1
52.6267, 1.3093
 
 
Satisfaction Ratings
 
Thorough 10/10
My adviser takes time to understand my particular situation
Clear 9/10
My adviser gives me confidence to decide what is right for me
Caring 8/10
My adviser gives me clear information about the choices available
Helpful 7/10
My adviser treats me with integrity dignity and respect
Show All
 
 
Customer Review
 
Test Form: Advice on retirement re equity release and pensions
 

"Space for comments from the client about the service received. TEST ONLY"
 
 
 
 
Team:
Mark
 
 
 

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