26/12/2024

Our advisers are Top Rated in 2023!

Today, VouchedFor has released its Top Rated Guide for 2023, and we’re delighted to announce that three of our advisers, Sam, Cameron and Richard, have qualified as Top Rated Advisers.

The guide, distributed by The Times, aims to identify and celebrate the UK’s best financial advice firms, all based on client feedback.

What is VouchedFor?

For those of you who may not have heard of VouchedFor, it’s an online system created to review financial advisers, just like Tripadvisor but for financial advisers.

A big thank you to our clients

We’d like to take a moment to show our appreciation to our clients. It’s really thanks to you that we’re able to do the job that we love. Thank you for continuing to trust us with your finances and allowing us to help you meet your long-term goals.

To those of you who have left us a review previously, we’d like to extend our gratitude. It’s thanks to your reviews that we’ve been included in this year’s VouchedFor Top Rated Guide.

Thank you for taking the time to leave these reviews and for your kind words.

If you’re yet to leave a review and would like to, please feel free to do so. The process takes less than 10 minutes, and we’d love to know your thoughts.

To leave a review, simply click on your adviser’s name below:

To leave a review for Sam, please click here.

To leave a review for Cameron, please click here.

To leave a review for Richard, please click here.

We’d like to thank you in advance for taking the time to leave a review. Not only does it help, but it also gives our whole team a huge morale boost!

What are Sam’s clients saying?

Sam has a score of 4.8/5 from 33 reviews, with one client saying:

“Planning for our retirement has felt very daunting as we were unsure how our finances and assets could work for us. Sam has explained everything thoroughly and in an easy-to-understand way, which has helped us to start our journey to organise our finances.”

What are Cameron’s clients saying?

Cameron has a score of 4.9/5 from 32 reviews, with one client saying:

“Cameron has always been very clear and considered in explaining our options and giving a balanced viewpoint. He checks in from time to time to explain how our investments have performed and to answer any questions we have – in a very easy-to-understand and friendly manner. We always feel he will respond very nicely to any questions we have.”

What are Richard’s clients saying?

Richard has a score of 5/5 from 11 reviews, with one client saying:

“I appreciate Richard’s approach – he is clear and articulate, always explaining very helpfully my options.”

Our entire team looks forward to continuing to provide the high level of service that our clients have come to expect.

If you’re currently looking for help with your finances and think you’d benefit from working with a Top Rated Adviser, please get in touch. Our team of experts will work with you to create a plan that suits you, both now and in the long term.