Rupert named one of the UK’s top-rated financial advisers

Each year, The Times and VouchedFor – the ratings site for financial professionals – team up to create a list of the ‘top-rated’ financial advisers and planners in the UK.

We’re delighted that Rupert has been included in this list and rated as one of the country’s best financial advisers.

Using more than 130,000 verified reviews, the guide highlights those advisers who:

  • Achieved a rating of at least 4.9 out of 5 in 2019
  • Have received at least ten ratings from clients
  • Are a fully verified member of VouchedFor, meaning they have been independently checked and monitored

The ‘top-rated’ guide aims to help consumers by showcasing those advisers who are consistently providing a high standard of service and who are delivering excellent outcomes to clients.

Many awards and accreditations in the financial services industry are based on technical knowledge or the ability to take an exam. Whilst high levels of technical expertise are important, it’s fantastic to receive an accolade based on the views of those that matter most to our business – our clients.

Here’s just an example of the great reviews we have received:

“Rupert spent a long time reviewing my financial position and explaining to me what inheritance tax I would pay and what steps I should take to improve the position.

“His advice was really excellent and incredibly helpful. He also helped me set up investments in trust for my grandchildren. He has been an excellent adviser and I would thoroughly recommend him.”

Read more reviews

How becoming a top-rated adviser helps existing and new clients

Being included in the ‘top-rated’ adviser list is an achievement that highlights that we’re helping those we work with to reach their financial and lifestyle aspirations.

It also helps new clients to find a trusted adviser, and that when they contact us, they are dealing with a reputable firm who offers an exceptional level of service.

A huge thank you to everyone that has taken the time to leave us a review on VouchedFor, it’s very much appreciated.

If you’ve yet to leave us a review, you can do so by clicking here. You could help us secure a spot on the top-rated list next year too!

Finally, if you know someone that could benefit from financial advice, please pass on our details. You can refer your friends, family and colleagues safe in the knowledge that you’ll be introducing them to one of the country’s top-rated advisers.

Email us at or call (01483) 608602.