AT8 Group's Mark Loosmore continues his series for Professional Adviser with a look at Moneyworkout, a mortgage and protection specialist with a focus on customer service and a bold use of technology.
As with all our case studies, prior to interviewing the directors of the firm, we visit their website first, in this case – www.moneyworkout.co.uk. It is clear from the website that the brand is very strong – not just in imagery but also in style, wording and approach. The organisation on first investigation appears to have a clear focus on customer satisfaction, efficient processing, and value for money. It has laid out its approach clearly and concisely, leaving the consumer in no doubt as to their charging model and the advice process that will be undertaken. The interview we he...
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