We’re Top Rated for the second year in a row!
Posted onToday, 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. We’re thrilled to have been included, but we’re even more proud to say that we’re one of just ten Top Rated firms in London.
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 all our advisers 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 Andrew’s clients are saying:
Andrew currently has a score of 4.8/5 from 97 reviews. One of his clients recently said this about what it’s like to work with him:
“Andrew offered me some amazing advice on a variety of financial questions I had, not just the investment I was planning. His advice is given in a way you can understand easily, and he is very happy to answer any questions no matter how silly they may be.”
To see what else Andrew’s clients are saying, you can view his VouchedFor profile by clicking here.
What Steve’s clients are saying:
Currently, Steve has a score of 4.7/5 from 78 reviews. One of his more recent reviews included this feedback:
“Steve helped me to look at my circumstances and financial needs in the future. He always made me feel he really wanted my finances to be positive. I was treated with understanding, and never “talked down” to, as can happen when you are elderly. He is an expert in the areas where I needed information and knew how to guide me. I trust his expertise and integrity. Steve responds immediately to any communication, and deals with any requests efficiently.”
To view what else Steve’s clients are saying, you can read his VouchedFor profile by clicking here.
What Julie’s clients are saying:
Julie has a score of 4.9/5 from 65 reviews. One of her clients recently left this review:
“Julie has given excellent advice, taking into account my specific financial situation, and suggested that funds be moved at the right time to enable profitable results, rather than experience financial loss. Julie has a very empathetic approach with her clients which enables her to get very good results with the investment advice she gives.”
To view what else Julie’s clients are saying, you can read her VouchedFor profile by clicking here.
What Rob’s clients are saying:
Rob’s score on VouchedFor currently sits at 4.7/5 from more than 60 reviews. Recently, one of his clients had this to say:
“Rob has helped me with all my financial affairs. I do not have a head for these matters. He simplifies and organises my pension and investments into a relatively “green” portfolio. As a cautious investor, I am grateful that he is careful with my finances.”
To see what else Rob’s clients are saying, you can view his VouchedFor profile by clicking here.
What Jim’s clients are saying:
Jim currently has a score of 4.8/5 from more than 30 reviews. One client has this to say about working with Jim:
“Jim met with me and regularly contacts me to explain my financial choices. He’s a pleasure to work with helping me with my will. I am debt-free and I would highly recommend him for his pleasant disposition. I know he works very hard and thoroughly for me.”
To view what else Jim’s clients are saying, you can read his VouchedFor profile by clicking here.
What Chris’ clients are saying:
At the time of writing, Chris has a score of 5/5 from just under 20 reviews. One piece of client feedback states:
“Chris has been a constant source of professional advice on planning for my retirement for more than 30+ years, and I have found him to be a reliable adviser who has steered my personal pension arrangements to a point where I feel comfortable with my current pension and any future investments.”
To view what else Chris’ clients are saying, you can read his VouchedFor profile by clicking here.
What Maureen’s clients are saying:
Maureen’s VouchedFor score currently sits at 5/5 from just under 15 reviews. One of her clients recently left a review to say:
“Maureen did a review of our circumstances and set us on the path to various investments and savings. Maureen has also been involved in areas such as Lasting Power of Attorney and our first will. It has been good to have advice as the financial world has a language of its own. Maureen has steered us through this minefield for 25 years.”
To view what else Maureen’s clients are saying, you can see her VouchedFor profile by clicking here.
What Jessica’s clients are saying:
Jessica has a score of 4.8/5 from just over 10 reviews. One of her most recent reviews reads:
“I have been given clear information and advice about my portfolio. When queries or inconsistences have arisen from previous investments, Jess has spent time and effort explaining the problems and sorting them out promptly.”
To view what else Jessica’s clients are saying, you can read her VouchedFor profile by clicking here.
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 your adviser’s name below and you’ll be taken to their profile. From here, simply click the “Leave Review” button and follow the on-screen instructions, it’s that simple!
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 Black Swan Financial Planning. 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.
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