We’re Bristol’s only Top Rated Chartered firm in 2023!

Today, VouchedFor has released its Top Rated Guide for 2023, and we’re delighted to announce that we’ve qualified as a Top Rated Firm!

The guide, distributed by The Times, identifies and celebrates the UK’s best financial advice firms, all based on client feedback.

To be included in the guide is a tremendous honour; only 103 firms qualified throughout the UK. We’re thrilled to have been included, but we’re even more proud to say that we’re Bristol’s only Top Rated Chartered firm in 2023!

We’re also delighted to share that our client Michael has shared his story in a case study, which has been included in the article. Here’s a snippet of the case study:

 

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.

Top Rated Financial Advisers

Not only have we qualified as a Top Rated Firm, but we’re excited to announce that all of our advisers have been included as Top Rated Advisers.

We’re pleased to say that Ian, Ken, Sean, Steve and Naomi have all qualified.

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 hear your thoughts.

To leave a review for Ian, please click here.

To leave a review for Ken, please click here.

To leave a review for Sean, please click here.

To leave a review for Steve, please click here.

To leave a review for Naomi, please click here.

What are Ian’s clients saying?

Ian currently has a rating of 4.8 out of 5 stars, following 25 reviews. Here’s what one of his clients said:

“I am now in a very comfortable position. I am mortgage-free; I have a pension that is growing steadily with ISA savings, but more importantly, I have a plan and an understanding for the future that gives me peace of mind, which is a great feeling to have.”

What are Ken’s clients saying?

Ken currently has a rating of 4.9 out of 5 stars, following 33 reviews. Here’s what one of his clients said:

“Ken has always been there for us with great advice and care. He’s always on the other end of the phone if needed. He is kind and caring, never forceful and always trustworthy.”

What are Sean’s clients saying?

Sean currently has a rating of 4.9 out of 5 stars, following 12 reviews. Here’s what one of his clients said:

“Sean made me feel at ease at our very first meeting. I soon lost my initial nervousness and was confident enough to ask questions and, even better, to get answers that I fully understood. He was extremely patient with me, even though I lack financial knowledge.”

What are Steve’s clients saying?

Steve currently has a rating of 5 out of 5 stars, following 39 reviews. Here’s what one of his clients said:

“Steve gave us advice and has given us confidence in our plans. We have dealt with Steve for 30+ years, which shows the value of his advice, and he has given us peace of mind in our retirement years.”

What are Naomi’s clients saying?

Naomi currently has a rating of 4.8 out of 5 stars, following 27 reviews. Here’s what one of her clients said:

“Naomi removed all the stress and worries and provided clear and concise information at a time when I was under intense pressure and unable to see the wood for the trees. She was a huge help in sorting my pension transfers and creating clarity for me.”

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!

It’s a team effort

Finally, we’d like to thank everyone at The Aspire Partnership. Without the hard work and dedication of every single team member, we wouldn’t have been able to earn this fantastic recognition.

We look 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 Firm, 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.