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.
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 Dominic and Jonathan have also been included as Top Rated Advisers.
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, simply click on your adviser’s name below:
What are Dominic’s clients saying?
Dominic has a score of 4.9/5 from 69 reviews. One client said:
“His deep knowledge and understanding of pensions and investments have helped me reach a stage of retirement in which I feel confident about our financial positions. He took on a lot of the worries I had previously been dealing with, (including worries about my previous financial advisers and their competence). Over the 20+ years I have known Dom, he has always been supportive, competent (truly an “expert”) and accurately reassuring.
What are Jonathan’s clients saying?
Jonathan has a score of 4.9/5 from 66 reviews. One client said:
“Jonathan has helped by consolidating a large part of our investments and making sure that these investments were optimised to take advantage of government tax breaks, etc. He has made it very simple to view our investments and generate reports, and the investments have performed well. He has assisted in advising on a trust for the girls. Jonathan is beginning to speak to our children, to introduce the concept of long-term investments to them.”
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 Expert Wealth Management. 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.
