New Vouched for Certificates of Excellence now issued for 2017


Article by Christina

Independent Financial Adviser review website has now started to issue Certificates of Excellence to Financial Advisers every quarter. The certificates are awarded to Financial Advisers according to the ratings out of 5 that they have been given by their clients, who have provided reviews.
You can see all my Vouched For reviews on their website , I’m pleased to say that I’ve been awarded a Certificate of Excellence in Spring, Summer and Autumn of 2017 and I am just waiting for the results form Winter 2017.
In previous years Vouched For have awarded Certificates to the Top 250 Financial Advisers, based on their client review ratings and I was awarded a Top 250 Certificate in 2014, 2015 and 2016. These Top 250 Certificates are no longer being issued and have been replaced by the new quarterly Certificates of Excellence.
I always encourage all my clients to leave a review, because I’m confident about the high level of customer service that I provide to each and every client, whether a client actually uses my services or just takes up the offer of a free initial meeting. My current rating is 4.7/5.0, which I’m very pleased with. There’s no way I’d expect to have a rating of 5.0/5.0 from over 100 reviews, I just don’t think that’s possible. All my reviews are verified as being from real clients.
I have seen 5.0/5.0 ratings occasionally for Advisers, but the sceptic in me does wonder if such ratings are real or made up! If you search deep into some of my oldest ratings, you will see a rating of 1.0/5.0! Unfortunately, that was from one of my longest standing clients, who thought 1.0 was the highest you could get!
You can also see written testimonials on my website at these are taken from Client Survey responses and are all real. Every new client automatically receives a Client Survey after we’ve completed our initial transactions, where I ask them to rate a whole number of aspects of my service. This is really important because it keeps me focussed on any areas where I might be able to improve my service, this happens for any advice provided by my associate Independent Financial Adviser Adele Cowgill and my Mortgage Adviser Josh Brooks.

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If you have any questions about Financial Planning please feel free to give us a call on 01282 614444 or drop us an e mail to

Awards and Accreditations

Pension Transfer Gold Standard
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

Christina provides an extremely thorough, in depth service with clear and concise information given at every stage, highly recommended.

Mr R

Christina is thorough and she explains matters in a clear manner. Time is always given for questions to be asked and I have never felt under pressure to buy any particular products.

Mrs D

Adele was very easy to like from the moment we met her. She always arrives on time, and she has changed our lives in as much as showing us how to enjoy our money more.

Mrs W