Posted on 21st August 2019
The article compares interactions between a mystery shopper and other local Independent Financial Advisers in the Brighton & Hove area.
The shopper was trying to buy a one bed property worth £250,000. They mentioned having a deposit worth £40,000 saved up and a salary of £45,000. The shopper said they already own a place in Belgium. They were trying to find out how much stamp duty they would have to pay, and whether she can afford the property if she pays higher stamp duty.
One of our expert Mortgage Advisers, Philip Ball, helped the Mystery Shopper to understand all of the options available to them. Philip was able to present a few different options to the Mystery Shopper.
Our objective is always to understand our clients needs. We will then work with clients to find the ideal solution based on their current circumstances. At IEP Financial, the financial wellbeing of our clients is always our number one priority.
We are proud of our amazing team for displaying the qualities that are most important to us at IEP Financial. Most notably that our service is fast, friendly and clear to all who inquire.
The pricing at IEP Financial is clear and upfront. we believe there should never be any confusion when it comes to your money and how it is being spent.
We’re very pleased to see this Mystery Shopper result and we will continue to ensure the highest quality services for our clients.
See the full article online at FT Adviser
"“We have been members of BHBPA from its inception, and seen the organisation steadily grow and expand into the dynamic entity it is today, bringing positive benefits to all its members.""
"I am delighted to have a long-standing relationship with the BHBPA. Since its foundation the Association has gone from strength to strength and there is no doubt that it has brought huge benefits to its members and the business community as a whole through the partnerships it has formed with the local authorities, Sussex Police and local organisations. It is paramount that Burgess Hill businesses have an effective collective voice."
"“I can’t speak highly enough of the BHBPA. As a small local business we feel very much part of a community and thoroughly enjoy the annual exhibition and meetings throughout the year. Over the years we have built fantastic working relationships with many BHBPA members and every meeting and event offers us opportunities to work with more. This is networking at its best! ” "
"“Sutton Winson have been members of the BHBPA for around 7 years. We have found it a great way to keep in touch with Burgess Hill businesses and to meet with likeminded people. It’s not just another “networking” group, as it tackles the real issues and gets things done”"