We’re Top Rated in 2023!
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 all of our planners have 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:
What are Adrian’s clients saying?
Adrian has a score of 4.9/5 from more than 60 reviews, with one client saying:
“I wish we had spoken to Adrian 10 years earlier! Adrian and the team developed a long-term financial forecast, which confirmed that our finances were, overall, in good shape. He and the team gave us a variety of feedback on the structure of our savings, which we have since implemented.”
What are Mark’s clients saying?
Mark has a score of 4.9/5 from more than 45 reviews, with one client saying:
“Mark has provided and continues to provide excellent advice. He has managed my investments with care, diligence, expertise, commitment and total professionalism, which has ensured that my investments have shown better stability and growth than I had expected.”
What are Steph’s clients saying?
Steph has a score of 4.9/5 from more than 60 reviews, with one client saying:
“We know we are in good hands, and she will always be at the end of the phone if we have any worries or queries. She always keeps us well informed on any changes that might be of interest to us. We go back many years, and it’s so comforting to know you have someone you can trust in.”
What are Trey’s clients saying?
Trey has a score of 4.9/5 from over 15 reviews, with one client saying:
“Trey has been excellent in his dealings with us. He is well-prepared ahead of our meetings, listens to our ideas, cautions and concerns, and communicates clearly verbally and in follow-up correspondence. We have found him attentive to our plans and diligent in his dealings with us.”
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 HarperLees Financial Planning. 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.
