There’s nothing better than a good recommendation

Article by Christina

That’s certainly what we think anyway.

We’ve been looking at our figures for this year and an amazing 45% of all our enquiries have come from recommendations – which has made us busier than ever before! Incredibly, in the last six weeks we’ve had three new customers reviews on Google, seven new reviews through Facebook and three via Vouched For.

In the past Vouched For has been our main review platform and we have 167 verified reviews on their system, with 26 review in the last 12 months alone.  That made us the 16th highest rated financial advisers in the whole of the UK according to Vouched For, out of 828 advisers using their platform, pretty impressive!

It’s these recommendations that give people comfort that we can be trusted to advise people about their finances – 167 people actively choosing to give us a positive review can’t be wrong.

So, we are always very grateful to our clients for supporting us with their kind words – it really does make a difference.

Have a look at some of our testimonials.

The Benefit of Independent Financial Advice Explained

Why taking personalised financial advice is a good idea, both now and in the future.

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

I will be recommending Adele to act for colleagues I work with, who will need the same advice as I have received in the future.

Mr M

The representative was very good and we were happy with the meeting.

Mr & Mrs B

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C