In March, we were one of only 113 firms to be included in VouchedFor’s 2024 guide to Top Rated financial advisers, distributed in the Times. Even better, we are Bristol’s only Top Rated Firm and it’s the second consecutive year that we’ve qualified.
Today, the same guide has been published in the Mail on Sunday, which is read by around 2 million people each week.
3 ways your reviews help
Your reviews help us in several ways.
Firstly, and most importantly, when you leave a review, VouchedFor asks several questions about your relationship with us. Your answers help us improve the service we provide to you, our other clients and people you recommend us to.
Secondly, your reviews mean we were named one of the UK’s Top Rated financial advice firms. That list has now reached thousands more people because it has been published in the Mail on Sunday as well as the Times. There’s no doubt this will help us to attract new clients.
Finally, as we’ve said before, your reviews provide validation to the whole team that we’re delivering a high-quality and valuable service.
So, we’re writing now to simply say, thank you. We genuinely appreciate the time and effort you have taken to leave a review.
Read our reviews
If you’ve not seen our reviews before please click here to read them.
Alternatively, if it’s been a while since you left a review for us, or you haven’t yet written one and would like to, simply click on your adviser’s name below:
Thank you once again.
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of clients would recommend us to their friends, family or colleagues
believe that working with us has helped them achieve their financial goals
were satisfied with our understanding of their needs and objectives