Consumer Enquiries

Enquirers won't always answer your first call. Here are some of our top tips to make the most of the email that follows! As are most people these days...

VouchedFor enquiries are different to client referrals, professional connection referrals, or cold leads. When speaking to these enquirers, small chan...

Many consumers aren't sure what type of advice they need but have a recognised need for help in a particular area e.g. pensions, inheritance planning,...

We find that on average, around 1 in 5 consumers will contact more than one professional (either through VouchedFor or through other means) and they w...

NOTE: This process is based on input from the best converting financial advisers on VouchedFor as well as our own trial with 50 plan requesters. First...

If an enquiry comes through this way, it means the consumer wants to contact you directly to discuss further. On the form, the consumer will have the ...

Whilst you will contact the enquirer directly, we also get in touch to ensure a good VouchedFor experience. Once an advice seeker has sent a message t...

Top Tips on Initial Phone Calls Starting a conversation by thanking them for their enquiry can set the call off on the right foot. Often people will s...

In your account, you are able to pause your enquiries for up to 3 weeks at a time. This will mean that your profile is "not available for contact" and...

Providing you offer the service, and the client falls within any wealth criteria you have stated, you are not able to decline any enquiries that come ...

Unfortunately, we can't qualify enquiries the same way an adviser might. What we do instead, is try to filter out any unsuitable enquiries and capture...

In our Terms and Conditions advisers agree to contact enquirers within one business day. In reality we recommend getting in contact straight away. Adv...

Potential clients complete an online form which will gather information such as their net worth, income and outgoings, and their goals.  In line with...

This policy has been updated as of 22/05/2023, as a result of adviser feedback. Whilst we haven't made any core changes to our refund criteria, we hav...

1. Go to the Enquiries section of your Account 2. Click the 'Report' button next to the Enquiry in question This will be picked up by our refunds tea...

All the enquiry details are sent to you by email as soon as an enquiry comes through. This means that you can contact the enquirer straight away and l...