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Elevation FAQs

Financial Advisers - Client Feedback Questions and Answers

Page 1 Your feedback for adviser, [adviser full name]. Thank you for leaving feedback through vouchedfor.co.uk, this form takes 5-10 minutes to complete.. [Adviser first name] doesn't currently have…

Updated

Protection - Client Feedback Questions and Answers

Page 1 Feedback can be made public. Quality of Advice* Quality of Service* Value for Money* Feedback will remain private to the adviser and their firm. In what circumstances would you recommend [advi…

Updated by Marianne Gannon

Mortgage Advisers - Client Feedback Questions and Answers

Page 1 Feedback can be made public. Star ratings: Quality of Advice: 1-5 Quality of Service: 1-5 Value for Money: 1-5 Feedback will remain private to the adviser and their firm. In what circumstances…

Updated

Equity Release Question Changes - Feb 2024

As part of our standard process, we regularly review questions to ensure that our question set fully addresses the factors below: The Consumer Duty - influenced by guidance from the FCA, feedback fro…

Updated by VouchedFor Admin

Equity Release - Client Feedback Questions and Answers

Page 1 Feedback can be made public. Star ratings: Quality of Advice: 1-5 Quality of Service: 1-5 Value for Money: 1-5 Page 2 Your feedback for Financial adviser, [adviser full name]. Feedback can be…

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Updates to Elevation survey questions January 2024

Updates to Elevation survey questions - January 2024 We'll soon be adding the following questions to the Mortgage Advice Elevation survey to better test clients' understanding of the mortgage they’ve…

Updated by Caroline Clarkson-Lund

Commercial Opportunities across Elevation

Commercial Opportunities Please see the table below for how to find the prospect / client for which a potential commercial opportunity exists. On both the first impression and review pages in the por…

Updated by VouchedFor Team

Automating Feedback Invitations Using Our API

We have an API available for any firms who would like to automate the feedback invitation process using an API method. . To use this, please contact your Account Manager or email customer_service@vou…

Updated by VouchedFor Team

Financial Advisers - First Impression Questions and Answers

Page 1 Your feedback for adviser, [adviser full name]. Thank you for leaving feedback through vouchedfor.co.uk, this form takes less than 5 minutes to complete. Text displayed if adviser has a Verifi…

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Adviser Frequently Asked Questions

What is Elevation? Elevation is a system that uses private feedback from clients to help advisers and firms deliver excellent client experience. Elevation analyses feedback from over 250k clients to…

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How to use the Elevation Consumer Duty Alerts email

Make sure the right people at your firm have access to the weekly email. We recommend asking your account manager to add your compliance team to the distribution list for the email. Develop a respons…

Updated by VouchedFor Admin

Financial Advisers - Transferred Clients Questions and Answers

When should this feedback form be used? This feedback form should be used when clients have transferred from one adviser to another. As an example; John has 100 clients, he is retiring so Sarah is no…

Updated by Marianne Gannon

Mortgage Advisers - First Impression Questions and Answers

Page 1. Your feedback for adviser, [adviser full name]. Thank you for leaving feedback through vouchedfor.co.uk, this form takes less than 5 minutes to complete. [Adviser first name] doesn't currentl…

Updated

What happens if an adviser moves firms?

For advisers on Verified and Elevation : If an adviser from your firm leaves and moves to another firm, or sets up their own firm, their profile will continue to show all their reviews, as per our po…

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Equity Release - First Impression Questions and Answers

Page 1. Your feedback for Financial adviser, [adviser full name]. Thank you for leaving feedback through vouchedfor.co.uk, this form takes less than 5 minutes to complete.. [Adviser first name] doesn…

Updated

Which parts of the review are public and which are private?

For firms on Elevation and Verified . Publicly displayed questions for advisers / firms on Verified as well as Elevation are: Star rating (overall rating, plus ratings for quality of service, advice,…

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