We’ve qualified as a VouchedFor Top Rated Firm 2022!

Today, VouchedFor have released their Top Rated Guide for 2022, and we’re delighted to announce that we’ve been included as a Top Rated Firm!

The guide, distributed by The Times, aims to identify and celebrate the UK’s best financial advice firms, all based on client feedback. We couldn’t be prouder to have been selected in this group.

To be included in the guide is a huge honour, only 53 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.

In the main, reviews are completed by clients, as this is the best way to get accurate feedback, from people who have first-hand experience. Reviews are based on three key criteria: Service, advice given and value. These criteria are then used to create an overall score out of 5 stars for each and every adviser, which also creates an overall score for firms.

Top Rated Advisers

Not only have we qualified as a Top Rated Firm, but we’re excited to announce that both Jonathan & Dominic have been included as Top Rated Advisers. To be included is a fantastic moment of recognition for them and everything they do to support our clients.

What Dominic’s clients are saying

Dominic has been rated 4.9 out of 5 stars, following 50 reviews. Click here to visit Dominic’s VouchedFor page and see what his clients have to say. Alternatively, scroll down to read one of our favourite client reviews regarding Dominic:

“I found Dominic to be very friendly yet professional during our meetings, he explained things clearly at put me at ease instantly. I find dealing with financial decisions quite daunting but now I feel much more positive about my financial future.”

What Jonathan’s clients are saying

Jonathan has been rated 4.9 out of 5 stars, following 47 reviews. Click here to visit Jonathan’s VouchedFor page and see what his clients have to say. Alternatively, scroll down to read one of our favourite reviews about Jonathan:

“Jonathan had lots of questions for us to help him establish all our needs and attitudes to risk. He advised the different options available, gave peace of mind on how to manage such a large sum (for me). Also provided valuable guidance on pensions.”

Thank you to our clients

We’d like to take a moment to thank our clients. It’s thanks to you that we’re able to do the job 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 know your thoughts.

To leave a review, simply click on the link below and follow the on-screen instructions, it’s that simple!

To leave a review for Dominic, please click here.

To leave a review for Jonathan, please click here.

We’d like to thank you in advance for your time in leaving a review, not only does it help, but it also gives our whole team a huge morale boost!

A team effort

Lastly, we wanted to take a moment to thank everyone here at Expert Wealth. Without the hard work and dedication of every single team member, we wouldn’t have been able to earn this fantastic piece of 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.

 

Get in touch

Please fill in the form and a member of our team will get back to you shortly.

West Wing, The Old Dairy,
High Cogges Farm,
Witney, Oxfordshire,
OX29 6UN