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!
The guide, distributed by The Times, identifies and celebrates 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.
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 Paul, Michael, Darren and Matt have also been included as Top Rated Advisers.
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 a review, simply click on your adviser’s name below:
Paul has a score of 5/5 from 42 reviews. One client said:
“Paul helped me think about my plan for retirement and how much money I would need to enable me to manage my outgoings and live comfortably when I stopped working. Since starting the process several years ago, I have now retired, and I feel confident with the plan that Paul has put together for me. I enjoy life without having to worry about finances, as there is a plan in place, and I can live comfortably. Paul is very patient when it comes to explaining financial matters, which aren’t always easily understood. He is always contactable on the telephone and happy to visit you to discuss matters.”
What are Michael’s clients saying?
Michael has a score of 4.9/5 from 40 reviews. One client said:
“Apart from general financial advice, Michael has provided peace of mind across a number of fields. Whether it was ISAs or Junior ISAs (not always straightforward) or pension planning and investment across the various members of my family, Michael was clear and waffle-free. Fighting my case, he saved me many thousands on a pension transfer from a company that had an unreasonable penalty clause in the event of a pension transfer.”
What are Darren’s clients saying?
Darren has a score of 4.8/5 from 24 reviews. One client said:
“Darren has always been there when I had a question. He has never missed an appointment. He has advised me of different options and let me choose if and when I wanted to. Mostly, I go with his advice, as it has never let me down.”
What are Matt’s clients saying?
Matt has a score of 5/5 from 12 reviews. One client said:
“Matt has been absolutely fantastic. He explained everything so clearly and answered my many questions! As well as helping me open my first ISA, Matt coached me on financial planning in general, giving me all-around advice and a view on how to make the most of my money!”
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 Navigate IFA. 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.
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Our reputation
I have peace of mind that we are on track to achieving what we want out of life. I feel we have our finances in order now and we are really making the most of what we have.
Ian & Nicola – Deputy CEO and Designer
The process gave us tremendous peace of mind - knowing we have financial security and that any necessary advice and decisions are taken with the help of a professional.
Robert & Pauline, retired
Through the use of cashflow planning I have been able to get a greater handle on my income and expenditure and Paul is able to show me that I am on track to achieving my goals
Louise, Cosmetic Dentist
We meet twice a year, but Darren is always on hand should I have any “financial ideas”, queries or problems. If it is not in his expertise, he has no hesitation in bringing in one of his considerably gifted team.
Gareth and Heather, run a successful fashion business
It is great to have an expert look after my finances and it gives me peace of mind to know that my retirement fund is being well looked after
Terry, Golf course manager
We have been very impressed with Michael’s honest and personable approach to dealing with our finances and he has always gone out of his way to make sure we were happy.
Vincent and Mary O’Connell, run a successful furniture business
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