We are really proud to announce that two of our advisers, Joy Wisniewski and James Bergmann, are featured in The Times in ‘VouchedFor’s 2019 Guide to the UK’s Top Rated Financial Advisers’.
You can see a digital copy of the guide here –
VouchedFor is like TripAdvisor, but for finding professional services. Clients can rate and review their financial adviser, helping others to choose the right one. The feedback is always verified to ensure it’s a genuine client, which means the ratings are extremely powerful.
Joy and James have made the top rated list based on all the positive reviews they have separately received over the past year. Here are some examples –
“Joy provided clear and precise guidance, making a complicated situation easy to understand. She moved my final salary pension and gave guidance as to what funds to look at. So far the funds have out-performed the market equivalent so I am happy with that. There is nothing I can think off that could have been done better.”
“I wanted to combine a few different pensions in to one plus a pensions transfer after divorce. James was clear, patient, friendly and helpful. He spent a considerable time understanding my needs and went away to gather relevant information and forecasts which I was able to see and digest before talking to him again. He patiently talked through different options in a relaxed way and made sure that I understood all of my options. I am extremely happy with the advice and work James has carried out for me. As a result of his advice and the recommended products I am happy to know that I will have a livable pension later in my life. Previous to this I had thought that my collection of different and small pensions would amount to very little on retirement. The work James has done for me has given me a lot of peace of mind. I don’t have any criticisms (even constructive!).”
“I needed a financial adviser for an inheritance. James listened to our plans for the future and provided me with clear advice on how to invest to achieve my goals. He was very helpful and friendly and his guidance was easy to follow. He has also been ongoingly attentive which has been very important to me. I am so far happy with the recommendations and documents received.”
Categorised in: IFAs
This post was written by Melanie Dolphin