1} Setting the lock shield valve is easier once the programmable TRV is fitted.

Many programmable TRV heads tell you the current and target, and if the current is above the target, then the lock shield needs closing a little so it does not over shoot.
2) My house is on three floors, and the boiler does both DHW and CH and this is 19 kW, so 35 kW would be for a mansion over 5 bedrooms.
3) Yes, my TRV heads can use blue tooth or Wi-Fi. The Energenie needs the Wi-Fi as very little can be set without it, for the eQ-3 the Bluetooth allows multi TRV heads to be linked together. So with two TRV's in the living room, they both can run together.
4) Battery life does vary, my Kasa TRV they don't last long, less than 1 year, the Energenie batteries last 2 years.
5) There are two basic types of programmable TRV heads, linked and non-linked, the whole idea is they don't turn the heating on/off, they turn it up/down, and it really does not matter if you use an electronic or mechanical TRV they both can turn radiators off, so swapping from electronic to mechanical is rather pointless, all it says is he did not know how to set up the mechanical TRV head, which is not a surprise, *123456 is not very good at telling one the temperature, 20°C is far easier to understand. But we don't really turn the radiator off anyway. I will have the bedroom set at 18°C at night and 16°C in the day, the living room 19°C 8 am to 6 pm then 22°C until 10 pm, and 16°C overnight, it is never turned off as such.
6) The linked TRV head I have found can cause a problem, the radiator is under the window, so it is colder than the room, so it can fire the boiler prematurely. On an internal wall, OK, so one has to consider linked TRV or non-linked with a wall thermostat, a TRV can open, and it does nothing unless the boiler is running. So with 4 bedrooms up-stairs, assuming all are used, it only needs a linked TRV head in one room.
7) All systems should have a by-pass valve, I know with my system even with all TRV's closed, the boiler will run for 20 minutes, this is what happens when it is switched on for DHW in the summer.
I started another thread over what is smart, to me, it is to have some sort of algorithm which improves the heating by recording what has happened in the past and using that information to improve performance in the future, so for example a TRV turns on, and it is found it takes 30 minutes to heat the room, so next time it turns on 30 minutes before the set time. The problem is, the TRV head does not have a clue if the door to the room is open or closed, so unless the door has an automatic closer, it will not work.
As to geo fencing, the one I have with Nest the only setting is Eco temperature and Comfort temperature, you can't set the distance, and it turns on the heating when one is far too close to home to be of any good. It waits for you to nearly arrive home before turning the temperature up.
So the debate is linked or not linked. The Wiser system you can from memory have 9 walls thermostat firing the same hub, but a wall thermostat is more expensive as to a linked TRV head, so you could fit Terrier i30 or eQ-3 TRV heads and wall thermostats and not link the TRV to the boiler.
Price since Brexit means today one can get cheaper Wi-Fi TRV heads to Bluetooth or local setting types. I have one odd Kasa head, only complaint is batteries are short-lived. The Energenie head is nearly as expensive as the Wiser. I have not tried to run Wiser not linked to the boiler. The eQ-3 head does not show current, so not as easy to use to set the lock shield valve.
So I have 3 x Energenie (was 4, but carpet fitters killed one) they are now around 6 years old, I have 5 x eQ-3 around 4 years old, 1 x Kasa around 18 months old, and 1 x Wiser around 6 months old, so not really tested as yet, the eQ-3 were £15 each in 2019, now far more expensive.
I do set times to match, so hall, kitchen, and living room plus two wall thermostats in hall and living room all change temperature together, but if cold will say hey google turn living room to 23°C, and it will change 3 devices. And if I ask the temperature, it will read out what each is set at and current temperature.
I can manually turn up heading before getting home, but have disabled most of the so-called smart features. I can say it has both made the home more comfortable, and reduced bills. And the boiler does not modulate, or gain latent heat, it simply turns on/off and runs on oil.