Thank you again to all our clients who have given us – Vouched for Reviews

We have just had confirmation from independent review firm VouchedFor that our advisers have been awarded a certificate of excellence for another quarter.

Investment Solutions Client Testimonials – What they really think

As we have mentioned previously, in order to obtain feedback from our clients and for new potential clients to read our testimonials, we use a company called ‘VouchedFor’ to publish our client’s genuine reviews.

How does Vouchedfor Work?

VouchedFor are a little bit like a ‘checkatrade’ for financial professionals – such as financial advisers, accountants and solicitors. We ask our clients to give us a review on our services and they do this by completing a form on the VouchedFor website. We then verify the client is ours, or VouchedFor will contact them on our behalf. After this, the review is published providing real reviews on our services. We are not able to cherry pick and only publish the reviews we feel are favourable. Reviews are published directly from the clients and we are unable to change or amend them. This means you can find out what our clients really think of our services.

Ivan Lyons and Angus Willson have again achieved a certificate of excellence from their clients with an overall score of 4.8 out of 5 from their client reviews.

Click here to view the certificates

Speak with our Financial Planners today

Related blog posts

Economic Review – February 2021

Although recently released data has revealed a decline in UK economic activity, Bank of England (BoE) Governor Andrew Bailey, has expressed hopes that the vaccine…

Read More

Quarterly Financial Bulletin – Winter 2021

Over the past year, our vulnerabilities have been starkly exposed by coronavirus, and the pandemic continues to present an array of challenges on many different…

Read More

Economic Review – January 2021

Following a gruelling nine-month negotiation process, the UK and EU finally agreed and signed a post-Brexit trade deal just a day before the transition period…

Read More

Wealth Management for Entrepreneurs and Executives

  The wealth management market is very much segmented and filtering through this to assess the best service, relationship, cost, security, and breath of offering…

Read More

Why use a Financial Adviser?

  In our case study below, we run through the scenario of some new clients who thought they could manage their portfolio themselves. However eventually…

Read More

How do you find a lost pension?

  Research by the Association of British Insurers (ABI) conducted in 2018 found there were approximately 800,000 lost pensions in the UK which amounted to…

Read More
Coming to a crossroads in life

Financial Planning as a result of selling a limited company

Selling shares in a construction company John had a business in construction that he owned with two co-directors. They decided to sell the business as…

Read More

Planning for Retirement

Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife. ┬áHe is a self-employed carpenter. Spencer came in to…

Read More

Michael and Mandy

Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the…

Read More