Templegate Financial Planning Ltd were considered the best of the financial advisors contacted in the June 2010 edition of Financial Advisor.

Each week the mystery shopper seeks advice from the independent and tied advisers 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.

This weeks shopper visited Andover where she was looking for advice on investment. The shopper was 24 and has a large sum of money from savings and inheritance. She was confused at which investment routes to follow.

Templegate Financial Planning Ltd was the ‘Shoppers Choice’ having come out top on Speed of Response, Telephone Manner, Qualifications, Guidance Given, and Knowledge.

Score: 30 out of 35