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. We’re thrilled to have been included, but we’re even more proud to say that we’re Stone’s only Top Rated firm in 2023.
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 both of our advisers have been included as Top Rated Advisers.
For Steve, this will be his eighth consecutive year qualifying as a Top Rated Adviser. This is a massive achievement, and we’re incredibly proud of his continued success.
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:
To leave a review for Steve, please click here.
To leave a review for Olivia, please click here.
What are Steve’s clients saying?
Steve has a score of 4.9/5 from 157 reviews, with one client saying:
“Steve is very open and approachable, he provides clear explanations and pertinent advice. He also gives reassurance when necessary. He has been extremely supportive following a difficult change in my circumstances and has gone above and beyond what I could have expected.”
What are Olivia’s clients saying?
Olivia has a score of 5/5 from 10 reviews, with one client saying:
“Olivia is friendly, knowledgeable and informative in every meeting. She helped me understand the details of the investments I already held and put together a brilliant recommendation for me. I couldn’t have asked for a more helpful and supportive adviser.”
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 Stonegate Wealth Management. 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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