I’m delighted to have qualified for the VouchedFor 2021 Top Rated guide

Today, VouchedFor released their Top-Rated guide, which is distributed by The Times and I am delighted to have been included.

The VouchedFor Top Rated guide was created to help identify the very best financial planners throughout the UK. To qualify for this award is a huge honour and is a lovely piece of recognition for the work that I do.

What is VouchedFor?

For those of you who haven’t heard of VouchedFor, allow me to quickly explain.

Created specifically for the financial sector, VouchedFor is an online review system for financial planners like myself. The system uses three key criteria to assess planners: advice given, value and service to create an overall score out of 5 stars. These reviews are done by clients of planners, meaning they come directly from those with first-hand experience.

Currently, I have a score of 4.9 out of 5 from over 40 reviews, of which I’m extremely proud.

What my clients are saying

If you’d like to know what my clients have to say, please visit my VouchedFor page by clicking here. However, for your convenience I have included one of my personal favourite reviews below to give a brief insight:

“Adam is simply a very nice person to deal with, he is pleasant, engaging and shows a genuine interest in your circumstances, not just financial. After the first meeting, we knew straight away that we wanted him to help us. Adam spent a long time getting all the necessary financial details, covering our history, current situation and our plans. Once all this was in place, Adam was able to provide an incredibly detailed financial outlook, based on these details, which provided an incredible level of confidence around our future plans for both us & our children. As a minimum, once every year, we have reviewed the situation with Adam and made appropriate adjustments to the plan based on any changes in circumstances. Outside of these reviews we have contacted Adam for help & assistance on other matters. Whether this is re-mortgaging, Inheritance Tax questions or anything else, Adam has always given us useful guidance. We have been with Adam for a few years now and we have definitely seen the benefits of his advice, we are pretty sure we would not be on as stable a financial footing as we are now, without Adam. The only regret that we have is that we did not meet Adam earlier than we did.”

If you are currently a client of mine and have not yet left a VouchedFor review, may I please ask you to do so? It takes less than 10 minutes and really helps me. Your reviews let me know what I’m doing well and what I can improve on, ensuring I provide you with the best service possible.

To leave a review simply click here and follow the instructions on screen.

Thank you to all of my clients

Without my clients, I wouldn’t be able to do what I do today. It’s thanks to you that I can do the job I love.

Whether you’re a long-term client, or newly on board, I’d like to take this opportunity to thank you for working with me. I look forward to many more years working together, securing your finances for the here and now, and for the future.

Who I work with

Some of you reading this may not yet work with me, so I wanted to include a small section explaining who I work with.

Whilst no two clients are the same, many of the people I work with have things in common, such as:

  • A working professional building wealth or approaching retirement
  • Typically earning above £100,000 per year
  • Working in law, insurance, banking and IT sectors

If that describes you, you’ll know that dedicating time to your finances can be a struggle. A demanding career makes it all too easy for proper financial planning to fall by the wayside.

That’s where I step in. Working with you, I’ll build a financial plan designed specifically for you to help you reach your goals and objectives.

I welcome recommendations and referrals. If you know of any family members or friends who would benefit from my advice please feel free to make an introduction to me. Not only are you helping me, but you’re helping them take the first step to long term financial security.

If you’d like help organising your finances please contact me today. We can discuss your situation and how I will help.

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