Elevation FAQs
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; Jo...
Equity Release - Client Feedback Questions and Answers
Your feedback for adviser, [adviser full name] Thank you for leaving feedback through vouchedfor.co.uk , this form takes 5-10 minutes to complete. IF...
Protection - Client Feedback Questions and Answers
Your feedback for adviser, [adviser full name] Thank you for leaving feedback through vouchedfor.co.uk, this form takes 5-10 minutes to complete. IF P...
Mortgage Advisers - Client Feedback Questions and Answers
Your feedback for adviser, [adviser full name] Thank you for leaving feedback through vouchedfor.co.uk, this form takes 5-10 minutes to complete. IF P...
Financial Advisers - Client Feedback Questions and Answers
Your feedback for adviser, [adviser full name] Thank you for leaving feedback through vouchedfor.co.uk, this form takes 5-10 minutes to complete. IF P...
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 -...
Updates to Elevation survey questions January 2024
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 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...
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 di...
Mortgage Advisers - First Impression Questions and Answers
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 ...
Adviser Frequently Asked Questions
Elevation is a system that uses private feedback from clients to help advisers and firms deliver excellent client experience. Elevation analyses feed...
Financial Advisers - First Impression Questions and Answers
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...
Automating Feedback Invitations Using Our API
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 ...
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 ...
Which parts of the review are public and which are private?
Publicly displayed questions for advisers / firms on Verified as well as Elevation are: Star rating (overall rating, plus ratings for quality of ser...
Equity Release - First Impression Questions and Answers
[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...