On the 10th of April, VouchedFor released their Top Rated guide for 2021 and we’re delighted that Paul was included.
The Top Rated guide was created to help identify the best of the best in financial advice, to be included is a huge honour. We’re extremely proud of Paul’s inclusion. He works extremely hard to ensure our clients receive only the best service.
What is VouchedFor
VouchedFor is an online review system created specifically for financial advisers, not too dissimilar to TripAdvisor.
On VouchedFor, clients of financial advisers can leave a review to rate their adviser. These reviews include three key elements; value, service and advice given. The system then uses these scores to create an overall total score for each adviser out of 5.
Currently, Paul has a score of 4.9 from over 30 reviews. Clients love his patience and ability to explain situations without jargon.
What Paul’s clients are saying
If you’d like to know what it’s like being a client of Paul’s, you can take a look at his VouchedFor profile here. Or, if you’re short on time you can read our favourite review below:
“Paul has patience and explains things in layman’s terms, he explained both the pros and cons of leaving my pension funds where they were, as well as withdrawing and transferring to various types of pension funds. The nice thing, I never felt under any pressure at any time to go one way or the other and any further questions I had, were quickly answered.”
If you haven’t already, we’d appreciate you taking the time to leave a review for Paul. The process takes less than 10 minutes and really helps us. By letting us know what we do well and how we can improve, we can ensure everybody receives the best possible service.
To leave Paul a review, click here and follow the instructions on the screen.
What Bryony’s clients are saying
If you’d like to know what it’s like to work with Bryony, you can take a look at her VouchedFor profile here. Or, if you’re short on time you can read one of our favourite reviews below:
“Bryony was very clear in explaining the different ways in which I could go about moving my current pension and opening a new savings account. She answered all my questions about pensions, the different types and what was possible for me being self-employed. Very helpful.”
If you haven’t already, we’d really appreciate you taking the time to leave a review for Bryony. The process takes less than 10 minutes and really helps us. By letting us know what we do well and how we can improve, we can ensure all our clients receive the best possible service.
To leave Bryony a review, click here and follow the instructions on the screen.
A team effort
Qualifying for the Top Rated guide has been a team effort and we’d like to thank Jayne for her ongoing hard work.
If you don’t know Jayne, she is our Client Services Manager. Having worked for a large pensions company for 12 years, Jayne’s experience is invaluable. Her main day-to-day duties include preparing files, liaising with providers, organising meetings, collating research, handling enquiries and ensuring the office runs smoothly.
Thank you to our clients
Finally, we need to say thank you to our clients. If it wasn’t for all of them, we wouldn’t be able to do the job we do. Thank you for your continuous trust in us and we look forward to working with you all well into the future.
Whether you’re a business owner in need of financial guidance, or an individual looking to plan for retirement or simply organise your wealth, we can help. Get in touch today and see how we’ll help you secure your financial future.
