Elevation FAQs

As part of our standard process, we regularly review questions to ensure that our question set fully addresses the factors below: The Consumer Duty -...

What happens at the end of your mortgage term? (e.g. after 25 years) I will have a lump sum to pay I will not have a lump sum to pay Not sure (A respo...

Commercial Opportunities Please see the table below for how to find the prospect / client for which a potential commercial opportunity exists. On both...

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 di...

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 Sa...

Quality of Advice* Quality of Service* Value for Money* In what circumstances would you recommend [adviser] to a family member, friend or colleague?* ...

Thank you for leaving feedback through vouchedfor.co.uk, this form takes less than 5 minutes to complete. [Adviser first name] doesn't currently have ...

Elevation is a system that uses private feedback from clients to help advisers and firms deliver excellent client experience.  Elevation analyses feed...

Quality of Advice (Star Rating 1-5) Quality of Service (Star Rating 1-5) Value for Money (Star Rating 1-5) How much do you agree with the following st...

Star ratings: Quality of Advice: 1-5 Quality of Service: 1-5 Value for Money: 1-5 Tell us more about the reasons for your rating What were the circums...

Thank you for leaving feedback through vouchedfor.co.uk, this form takes less than 5 minutes to complete. Text displayed if adviser has a Verified Pro...

To use this, please contact your Account Manager or email customer_service@vouchedfor.co.uk  Below is a process overview as well as the key variables ...

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 ...

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

[Adviser first name] doesn't currently have a public profile on vouchedfor.co.uk and therefore all responses will initially be private to them and the...

Star ratings: Quality of Advice: 1-5 Quality of Service: 1-5 Value for Money: 1-5 In what circumstances would you recommend Derrick to a family member...