I'm delighted to announce that I have qualified for the 2021 VouchedFor Top Rated guide
Today, Saturday 10th April, VouchedFor have released their Top Rated guide celebrating the best financial planners throughout the UK. I’m honoured to be able to say that I have been included.
This is a huge achievement for both myself and Anna. To qualify for the Top Rated guide is a wonderful honour.
What is VouchedFor
For those of you who may not have heard of VouchedFor, consider it like TripAdvisor but for financial services.
On the website, clients are able to leave reviews for their financial planner and rate them on three main factors; service, value and advice given.
The system then uses these scores to create an overall score for each planner, with the best possible score being 5 stars.
Currently, I have a rating of 5 out of 5 from over 50 reviews. With clients regularly commenting on my proactive approach.
What clients are saying
If you’d like to know what other clients working with me have to say, you can read my reviews by reading my VouchedFor page by clicking here. Or, for a quick insight into what other clients have to say, you can read one of my favourite reviews below:
“James helped me look at my future finances from a new perspective - he helped me review/understand the fine detail and forecasting of my existing pensions and investments and consider potential additional options to maximise saving over the next 10 - 15 years. He went out of his way to accommodate me with as many meetings as was necessary and was very efficient and thorough in investigating my existing plans and overall financial situation in order to provide advice that I always felt was in my best possible interests. He is very good at explaining and demystifying things and has helped me feel reassured about my future finances.”
If you’re yet to leave a review, can I please ask for you to do so? The process takes less than 10 minutes and is extremely helpful. By letting me know what I do well and where I can improve, I can make sure that all of my clients receive the service they deserve.
To leave a review simply click here and follow the on-screen instructions.
For those of you who’ve already left a review, I’d like to thank you for taking the time to do so, I really appreciate it. If you have the time spare can I please ask that you leave a follow-up review? This process is even quicker than leaving an initial review and lets me know I’m still satisfying your demands.
Thank you to all of our clients
Without clients, I wouldn’t be where I am today.
This is why I wanted to take the time to say thank you to all of my clients. It’s thanks to you that I’m able to do the job I love day in, day out. Thank you for trusting me to guide your finances and help you receive peace of mind.
I and Anna are here for anything you need. No matter how big or small, we’ll support you and work with you to achieve your goals. We’re excited to see what the future holds working together.