Mark and James qualify as Top Rated advisers!

Today VouchedFor have released their Top Rated guide for 2021. We’re delighted to announce that both Mark and James have qualified for the guide. This is a fantastic achievement for both themselves and the entire firm.

The guide, which is distributed by The Times, was created to help identify the best financial advisers in the United Kingdom. To be included in the guide is a huge honour and well-deserved recognition for Mark and James. We hope you agree this award is a confirmation of the service we provide.

“I’ve never heard of VouchedFor, what is it?”

We know that not everyone may have heard of VouchedFor before, allow us to explain. This will also clarify why being included in their Top Rated guide is such an honour.

Restaurants, bars, online shops and many other services all have online review systems, such as TripAdvisor and Trust Pilot. VouchedFor is an online review system, especially for financial services.

On VouchedFor clients rate their financial adviser on three main criteria; value, service and advice given. The system then uses these scores to create an overall score out of 5. These scores are one of the best ways to review a financial planner, as they come directly from clients with first-hand experience.

Our Director and Financial Planner, James, currently has a score of 4.9 out of 5. James’ clients love his balanced approach when creating a financial plan.

Our other Director, and Chartered Financial Planner, Mark has a score of 5 out of 5. His clients regularly comment on his support and willingness to go above and beyond.

What do our clients say

If you’d like to know what James’ and Mark’s clients are saying about them, please visit their VouchedFor pages by clicking on their names. Or, for a quick round-up, read our favourite client reviews about them below:

What our clients think of James:

“James has helped us plan for our future and more recently our retirement for many years, taking over from his retired colleague. his explanations and use of soft accounting tools enhances our understanding of what can be a complicated subject. More recently he has been very helpful in advising us about Retirement with voluntary severance, and has responded almost by return of email to our questions. His guidance greatly reduced our stress by advising what decision we needed to make and when, giving us a clear path to follow. This was done via email and zoom during the lockdown, an excellent service thank you.”

What our clients think of Mark:

“I am incredibly grateful for the thoughtful and dedicated service I have received from Mark. He went above and beyond in his support and in answering questions that I had. He has guided me through a process that has troubled me with care and attention and I am incredibly grateful for his professionalism.”

If you have previously left a review for either of our financial planners, thank you, we appreciate it to no end. However, if you’ve not yet left a VouchedFor review for our planner can we please ask for you to do so?

The process takes less than 10 minutes and really helps us. Reviews let us know what we’re doing well and where can improve, to make sure we’re providing you with the very best service. To leave a review, simply click on your planner’s name below to visit their VouchedFor page, click “leave review” and follow the on-screen instructions.

We’d like to thank you in advance for taking the time to leave a review.



Thank you to every member of our team

These awards could not have been won by Mark and James alone. Winning them has been an entire team effort, which is why we’d like to take this opportunity to say thank you to every member of our fantastic team.

We want to thank Heidi, Paul, Lucinda and Ruth. It’s thanks to your continuous dedication that we can provide our fantastic clients with the high-quality service they have come to expect. We look forward to even more success as a team in the future.

Thank you to you, our amazing clients

Finally, we wanted to say thank you to you, our clients. Working with you allows us to do the job we love, day in day out. We’d like to thank you for trusting us to provide you with the financial peace of mind you deserve.

We’re excited for the future working together to achieve your aspirations.

If you’re a business owner, considering retirement or you’re going through a significant life change, such as divorce or bereavement, let us help. By working together we’ll create a 360° plan designed specifically for your situation.

Contact us today and see how we’ll help you.

What do our clients have to say?