I recently joined a website called VouchedFor, which was set up to help people find financial planners they can trust. It is a bit like TripAdvisor, but for finding financial advisers.
What’s great about this website is that you can read the reviews of existing clients and get an understanding of whether the adviser is dealing with people like you. We all know that not all financial planners are the same. (In fact, many IFAs simply do not deliver financial planning – they still focus primarily upon selling products.)
Getting advice from someone who specialises in an area of financial planning that’s most relevant to you is so important to ensure you get the best advice, so VouchedFor should make the search a little easier.
Our Top Rating
Thanks to our clients who completed reviews for me, I currently have a ranking of 5 out of a possible 5. But we won’t be resting on our laurels – as always we will continue to focus upon improving the advice and service we deliver to our clients.