We’ve qualified again and are still Worcester’s only Top Rated firm!

Today, VouchedFor has released its Top Rated Guide for 2023, and we’re delighted to announce that we’ve qualified as a Top Rated Firm!

This is the second year in a row that we have attained this honour.

The guide, distributed by The Times, aims to identify and celebrate the UK’s best financial advice firms, all based on client feedback.

To be included in the guide is a tremendous honour; only 103 firms qualified throughout the UK. We’re thrilled to have been included, but we’re even more proud to say that we’ve qualified again and are still Worcester’s only Top Rated firm!

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.

Top Rated Financial Advisers

Not only have we qualified as a Top Rated Firm, but we’re excited to announce that Steve has been included as a Top Rated Adviser.

A big thank you to our clients

We’d like to take a moment to show our appreciation to our clients. It’s really thanks to you that we’re able to do the job that 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 hear your thoughts.

To leave Steve a review, simply click here.

What are Steve’s clients saying?

Steve currently has a rating of 4.9 out of 5 stars, following 120 reviews. Here are a few examples of our favourite reviews from his clients:

“Steve has shown me how to look at financial situations, how to weather the ups and downs of the investment world, and set me on the right track for a reasonably comfortable retirement.”

“He has given us confidence that our financial status enabled us to take early retirement.”

“From the moment we met him, Steve seemed exactly the person to give us the advice we needed. He was very approachable, and it was quite evident that he fully understood our circumstances and our aims.”

We’d like to thank you in advance for taking the time to leave a review. Not only does it help, but it also gives our whole team a huge morale boost!

It’s a team effort

Finally, we’d like to thank everyone at Britannic Place. Without the hard work and dedication of every single team member, we wouldn’t have been able to earn this fantastic 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.