Last weekend I was delighted to discover that I’d been named as one of the UK’s top-rated Financial Advisers. The list was compiled by VouchedFor and published in The Times newspaper on Saturday 23rd February and my inclusion is based on ratings and reviews from genuine clients. Many of the awards and accreditations in my profession are given for technical knowledge or the ability to pass an exam. Both are important, and I’ve certainly taken my fair share of exams over the years! However, I’m particularly pleased to be included in this list as the results are based on the thoughts of existing clients who feel that I have helped them to achieve their financial aspirations and resolve their concerns.
If you would like to read some of the reviews left for me, please click here.
A real team effort
In reality, this accolade was earned by the whole Providus team. It would be impossible for me to deliver Financial Planning in the way we do without their support and dedication to delivering the highest possible level of service.
I’d therefore like to thank them for their efforts and thank everyone who has taken the time to write a review; your kind words are very much appreciated.
If you haven’t yet left a review and would like to, you can do so by clicking here.
Finally, as you know, we are currently looking to grow the business and take on additional clients. Our business is primarily built on referrals and we will donate £25 to our charity partner CREST Waltham Forest for every new client referral which leads to an Introductory Meeting. So if you have friends or work colleagues who you think could benefit from our Life-Centred Financial Planning approach, please don’t hesitate to introduce them to us; confident in the knowledge that they will be speaking to one of the UK’s top-rated advisers!