FP Client Holborn Financial Topped Latest Mystery Shop (Financial Adviser 11-01-07)
FP Advance client, Holborn Financial has topped the latest ‘Mystery Shopper’ survey by FT publication Financial Adviser reviewing financial advisers in the Wimbledon area.
The Mystery Shopper placed Holborn ahead of other local advisers including a High Street Bank.
Emyr Blease MD of Holborn comments: “We are delighted to receive such recognition especially from a well respected organisation like the FT. It tells us what we already believe in & hopefully what our clients are already experiencing – common sense and professional advice from a friendly and trusted firm”
Emyr has worked with FP Advance over the last 12 months, initially attending the IFP Transition Workshops and then engaging some one to one consulting support at critical moments in the transition process. This survey merely reinforces the benefits of creating a professional and customer centric advice process within the business. The PR leverage that can be captured by Holborn Financial on the back of this result is substantial as they continue to build a reputation within their local area.
Brett Davidson, Chief Executive of FP Advance comments: “As the Holborn case study on our website already shows making the transition to a professional business model pays off. This survey result is great market confirmation of the changes Holborn are making and allows them to create a much higher profile with their target customers in the Wimbledon area.”
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