IFA's latest frustrating brush with Unbiased

'Junk enquiries'

clock • 2 min read

A Scottish Chartered IFA is challenging Unbiased after what he described as a “totally unacceptable” experience with the adviser directory, claiming it gave him false enquiries.

HK Wealth Managers managing director Garry Hale said after being a loyal customer of Unbiased for more than 15 years, the quality of the service has lapsed significantly in recent years. "The frequency and quality of enquiries is getting worse," he said. Over the past few months, Hale said he had very few client enquiries from Unbiased, but recently had received several "junk enquiries" with false contact information. "There is clearly no quality checks or filters in place and yet I pay over £50 a month then £45 plus VAT for [each] enquiry," he said. Unbiased offered Hale a refu...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers who look to psychographic traits can go the 'extra mile'

Advisers who look to psychographic traits can go the 'extra mile'

‘Fast growing advice firms are considering client behaviours and values’

Isabel Baxter
clock 12 July 2024 • 1 min read
The Adviser Incubator: Meet graduate Rebecca Penny

The Adviser Incubator: Meet graduate Rebecca Penny

An inside look at The Verve Foundation’s programme

Hope Coumbe
clock 12 July 2024 • 6 min read
Court date set for 'finfluencers' following FCA crackdown

Court date set for 'finfluencers' following FCA crackdown

Trials have been scheduled after the FCA charged nine individuals

Sahar Nazir
clock 12 July 2024 • 1 min read