Richard named one of the UK’s top-rated financial advisers
Posted by siteadmin on Friday 14th of February 2020.
Each year, The Times and VouchedFor, the ratings site for financial professionals, team up to put together a list of the ‘top-rated’ financial advisers and planners in the UK using more than 130,000 verified reviews.
We’re delighted to reveal that Richard has been included in this list and rated as one of the country’s top-rated financial advisers!
To be included in the guide, an adviser must:
- Achieve a rating of at least 4.9 out of 5 in 2019
- Receive at least ten ratings from clients
- Be 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 a couple of examples of the great reviews we have received this year:
“As cautious, nervous investors, Richard has proved invaluable advising us on the best options for my pension and our savings over a number of years. As ‘risk averse’ clients it is particularly important to have complete trust in our financial advisor and he has always offered sound advice, explaining the reasoning behind our decisions clearly and patiently. Richard is always on hand if we have any questions or concerns, and keeps us up-to-date with the progress of our plans. I would have no hesitation in recommending his services.”
“Richard initially helped me with pension advice as a work pension matured. I was extremely pleased with the initial advice and outcome. I then moved forward with Richard providing a full financial service for me covering savings and an investment portfolio, specialist pension transfer and annuity drawdown. Long term financial planning for the future has been key. Along the way he has helped with mortgage and inheritance planning.”
Over the last couple of years, Richard and the rest of the team at Hitchell Financial Planning have been working incredibly hard to improve professional standards to and ensure every client receives excellent service. After both Richard and James acheiving their Chartered Adviser Qualification from the PFS, our inclusion as a top-rated adviser on VouchedFor proves our efforts are leading to results for our clients.
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, which is at the very centre of our business.
It also helps new clients to find a trusted adviser. Searching for financial advice can be daunting but the inclusion means new clients know they are dealing with a reputable firm who offers an exceptional level of service from the outset.
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.