A thank you from us!


In March, we were one of only 113 firms to be included in VouchedFor’s 2024 Guide to Top Rated financial advisers, distributed in the Times. Even better, we are Worcester’s only Top Rated Chartered Firm of financial planners, and it’s the third consecutive year we’ve qualified.

Today, the same guide has been published in the Mail on Sunday, which is read by around 2 million people each week.

3 ways your reviews help

Your reviews help us in several ways.

Firstly, and most importantly, when you leave a review, VouchedFor asks several questions about your relationship with us. Your answers help us improve the service we provide to you, our other clients, and the people you recommend us to.

Secondly, your reviews mean we were named one of the UK’s Top Rated financial advice firms. That list has now reached thousands more people because it has been published in the Mail on Sunday as well as the Times. There’s no doubt this will help us to attract new clients.

Finally, as we’ve said before, your reviews provide validation to the whole team that we’re delivering a high-quality and valuable service.

So, we’re writing now to say thank you. We genuinely appreciate the time and effort you have taken to leave a review.

Read our reviews

If you’ve not seen our reviews before, please click here to read them.

Alternatively, if it’s been a while since you left a review for us or you haven’t yet written one and would like to, click here to leave a review.

Thank you once again.

Get in touch, we’d love to help you

If you have any questions or queries, a member of the team will always be able to help. Feel free to use the form below or contact us via phone or email.