We’re delighted to announce that Rupert, our founder, director and financial planner, has qualified for the VouchedFor Top Rated guide.
The guide, which is distributed by The Times, has been created to identify the best of the best in financial planning throughout the UK. The award is given to financial planners who have gone above and beyond to support their clients.
We’re delighted for Rupert’s hard work to receive the recognition he deserves. Hopefully, you agree this confirms the high quality of service you receive working with us.
What is VouchedFor
We know that not everyone may have heard of VouchedFor. We wanted to explain what VouchedFor is, so we can all share in Rupert’s achievement.
Many industries have online review systems, such as TripAdvisor for example, and financial services are no different. VouchedFor is an online review system designed specifically for financial services.
The system allows clients of financial planners to rate them out of 5 stars on three criteria: service, value and advice given. VouchedFor then uses these three scores to create an overall score for each planner on the site.
VouchedFor scores are considered trustworthy, as they’re from clients, therefore all reviews come from first-hand experience with the planner.
Currently, Rupert has a wonderful score of 4.7 from just under 50 reviews. Clients love that he provides clear explanations and avoids complicated jargon.
What are Rupert’s clients saying?
If you’d like to see what Rupert’s clients have to say, click here to visit his VouchedFor page and read the reviews. However, if you’d prefer a quick example, please read one of our favour reviews below:
“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”
For those of you that have left us a review on VouchedFor, we’d like to say thank you, we really appreciate it.
If you haven’t yet left us a review, can we please ask that you do? The process takes less than 10 minutes and helps us a great deal. Your review can let us know what we’re doing well and where we can improve. This helps us provide the best service possible to all of our clients.
To leave a review simply click here.
A team effort
While the Top Rated guide is for planners and advisers, the award can’t be won alone. This is why we’d like to thank our fantastic team member Kelly.
Kelly is a key member here at Bramley Financial Planning, we couldn’t operate without her and her 20 plus years of experience. Starting her career as a pensions administrator, she has worked with clients, product providers and the Financial Ombudsman Service. She also has experience in business continuity planning, team management and investigating client complaints.
Kelly’s hard work and commitment to excellence play a huge role in providing the service they have come to expect from us. Thank you for everything you do, Kelly.
Thank you to our wonderful clients
Finally, we want to take the time to thank you, our clients. If it wasn’t for you, we wouldn’t be able to do the job we love. Thank you for working with us and we’re looking forward to the future, continuing to help you meet your goals.
If you’re looking to plan your retirement, retire early, retire now or simply put your affairs in order, get in touch today. We’ll sit down with you to discuss your current situation and your long term goals to create a plan designed specifically for you. Working together we’ll secure your financial future.