How To Use The Guide

VouchedFor’s 2023 Top Rated Financial Adviser Guide has nearly 2,000 entries. These advisers are verified members of the review service VouchedFor, which charges them a low monthly fee in order to verify their client feedback. So which adviser is best for you? Here are six tips on how to use the guide:

UNDERSTAND DIFFERENT ADVISER TYPES - The different types of advisers can be confusing! Particularly as their services often overlap. For instance, a financial adviser may also offer mortgage advice and equity release. A definitive list of each Top Rated Adviser’s services can be found on their VouchedFor profile. Please visit VouchedFor.co.uk and search by adviser name to find their profile.

ASK HOW MANY CLIENTS THE ADVISER HAS - It’s helpful to know what percentage of an adviser’s clients have reviewed them on VouchedFor – 30 great reviews for an adviser who has 40 clients is usually a better indicator of quality than 30 great reviews for an adviser who has 100 clients. Sometimes there are valid reasons for advisers not inviting reviews from all their clients (for instance, if they work with clients who do not have email addresses) but it’s important to understand this.

READ REVIEWS LEFT BY PEOPLE LIKE YOU - On VouchedFor you can filter an adviser’s client reviews based on criteria like the service received and client age. You can also read “first impression” reviews from prospective clients after their initial meeting. An adviser with lots of great reviews from people like you may be a better fit than an adviser with lots of great reviews from people with very different requirements.

LOOK AT RECENT REVIEWS - As with anything, excellent recent reviews are a stronger indicator of current service levels than excellent older reviews. The VouchedFor platform makes it easy for advisers to invite regular reviews from their clients, including enabling advisers to automatically invite annual “follow-up” reviews.

CHECK HOW MANY YEARS THE ADVISER HAS BEEN TOP RATED - Being Top Rated for several years (we’ve published the guide every year since 2019, so the maximum is 5) shows that an adviser has invited regular feedback from their clients for a long time. And has received consistently good feedback.

LOOK AT THE ADVISER’S QUALIFICATIONS - We’ve checked that every adviser in the guide has the necessary permissions to practise. However, some advisers have advanced qualifications which we don’t have space to list. You can find each adviser’s qualifications on their profile at VouchedFor.co.uk

If you have any questions about the guide, please contact customer_service@vouchedfor.co.uk.

Other content you may like…