My adviser Jason Fisher who is with Sandringham Financial Services is always there to support and advise me on my investments. He has been very helpful and patience with me during the past couple of... もっと見る
レビューはレビュアーの個人的な意見であるため、特定の記載内容を検証することはありません。ただし、ビジネス上の取引が行われたことを確認できた場合、レビューに「確認済み」のラベルを付ける場合があります。詳細はこちら
プラットホームの健全性を維持するため、当社のプラットフォーム上のすべてのレビューは、確認済みか否かにかかわらず、年中無休で稼働する自動ソフトウェアによって審査されています。このテクノロジーは、本当の経験に基づいていないレビューなど、ガイドラインに違反するコンテンツを特定し、削除するよう設計されています。ただし、すべてを検知できるわけではありませんので、お気づきの点がございましたら、どうぞお知らせください。詳細はこちら
レビュアーのコメントを見てみましょう
Simple, easy to use people finder site with a decent amount of information on each. My only very slight criticism is that virtually all independant financial advisers are rated 4.7 to 5 stars.... もっと見る
企業が回答しました
i HAVE BEEN USING VOUCHED FOR NOW FOR A YEAR AND I FIND THE QUESTIONS AND PROCESS USER FRIENDLY FOR MY CLIENTS AND IT ALSO IDENTIFIES SALES OPPORTUNITES AS WELL AS ANY WEAK POINTS IN EITHER ADVICE OR... もっと見る
We have been using VouchedFor as a business for just over 18 months now. Both our Account Manager Serena and Aldo who works as part of the customer service team are brilliant. Queries are answered pro... もっと見る
企業情報
当該企業による記述
We help anyone looking for financial or legal advice to find the right professional for their needs. All financial advisers, accountants and legal advisers on VouchedFor are reviewed by their clients and consistently vetted and monitored.
連絡先
Vouchedfor, 8 Waldegrave Road, TW11 8HT, Teddington, 英国
- 0207 0606171
- www.vouchedfor.co.uk
4.6
優良
1060件のレビュー
最近のレビュー依頼の記録はありません
この企業は最近、顧客にレビューを依頼していないため、レビューが全体の意見を反映していない可能性があります。
ネガティブなレビューの 100％に回答しています
通常1週間以内に回答
この企業のTrustpilot 利用方法
レビューや評価の取得方法、スコアリング、モデレーションのプロセスについて確認する。
i love the way they folllow up with…
i love the way they folllow up with any enquiry..
2024年6月5日
自発的なレビュー
VouchedFor からの回答
Thank you for the feedback Ikye, it means a lot to the team, we want to make sure everyone gets the help they need :) Best wishes, The VouchedFor Team
Good site - but are all IFAs REALLY nearly 5 star rated?
Simple, easy to use people finder site with a decent amount of information on each.
My only very slight criticism is that virtually all independant financial advisers are rated 4.7 to 5 stars.
A bit like nearly everything sold on Amazon.
It makes using the ratings to determine performance largely pointless.
But then I'm as much at fault, having just rated 2 of them at 5 stars (my honest opinion).
Maybe they are all fantastic after all?
2024年5月29日
自発的なレビュー
VouchedFor からの回答
Many thanks for taking the time to leave us feedback Mark.
You raise a great point.
When we started VouchedFor we anticipated a broader spread of ratings. Mainly because at that time the main review site was TripAdvisor, where you do see a broad spread.
What we found though is that unlike, say, a hotel or restaurant, where people have a brief but emotive experience - which they either love or hate - most clients have a long-standing relationship with their adviser, built on trust. Most clients are very happy and leave 5 star ratings (as you did).
It does leave a challenge in helping people pick the right adviser for them. We try to help with this in a few ways -
1) Enabling users to filter reviews to see those left by people like them. An adviser with lots of experience helping people of a similar age with a similar service may be a better fit, for instance.
2) Enabling users to read reviews left by prospective clients, where you do see a slightly broader spread of ratings.
3) Adding multiple checks and other data points to adviser profiles.
All this said, we've plans to go further and make it even easier for people to find the best adviser for their needs. We have a lot of data on each adviser's strengths and could do more to surface it in a usable way for consumers.
I hope that helps. Many thanks again for your feedback and we're delighted you found the site easy to use.
Best wishes,
The VouchedFor Team
Knowledgeable and informative
Mark and Andrew were knowledgeable and efficient during the session. I was able to openly discuss my financial situation and they provided clear options and further information. I highly recommended their services.
2024年5月31日
自発的なレビュー
VouchedFor からの回答
Many thanks for the feedback, it's greatly appreciated. Best wishes, The VouchedFor Team
Was contacted quickly by a Financial…
Was contacted quickly by a Financial Adviser who gave clear construactive advise on the appointed date.
2024年5月30日
自発的なレビュー
VouchedFor からの回答
Many thanks for the feedback Kate, we're really pleased you had a good experience. Best wishes, The VouchedFor Team
VouchedFor からの回答
Many thanks for the feedback Dawn, we're glad you had a good experience. Best wishes, The VouchedFor Team
I felt I could trust Keith
Keith was clear, helpful and straightforward in his advice. I felt I could trust his guidance.
2024年5月16日
自発的なレビュー
VouchedFor からの回答
Thank you so much for your feedback Jill, we're delighted you had a good experience with Keith. Best wishes, The VouchedFor Team
Very professional
Paul put me at ease. He was clear on fees and expectations. He was very professional and we ended with clear expectations. I am now confident my pensions are in safe hands.
2024年4月17日
自発的なレビュー
VouchedFor からの回答
Thank you so much for your feedback Ann, it's great to read. We're delighted you had a good experience with Paul. Best wishes, The VouchedFor Team
Excellent service
Excellent service. Fast contact after my enquiry and no pushy upselling of products or services
2024年3月25日
自発的なレビュー
VouchedFor からの回答
Thank you so much for your feedback Amber. We're delighted to see that you had a good experience. Best wishes, The VouchedFor Team.
Compared with others
Compared with other similar referral organisations, VouchedFor provided me swiftly with a local organisation which appears to fully meet my needs.
2024年3月28日
自発的なレビュー
VouchedFor からの回答
Many thanks for your feedback David. We're delighted you found a firm that's a strong fit. Best wishes, The VouchedFor Team.
Flawed subscription based service as it…
Flawed subscription based service as it does not represent value for a firm, as the reviews are only public for an adviser as long as the individual remains with the company.
If you are a firm considering Vouchedfor for employed advisers be warned you'll lose the reviews for that person as soon as they leave your firm.
Avoid if you are considering Vouchedfor for an employed adviser.
2024年3月18日
自発的なレビュー
VouchedFor からの回答
Hi Chris,
Many thanks for taking the time to leave feedback.
We're so sorry for not being clear enough on this point. We tried to reach out personally but understand it's a busy time of year so will post a reply here instead.
Firms do keep reviews for advisers who leave the firm.
The only exception to this being if the adviser ceases to be verified by us.
The rationale for that is that if the adviser ceases to be subject to our checks and monitoring we can't, with confidence, display their feedback to consumers.
However, we have reviewed this policy and plan to enable firms to retain reviews collected by their ex-advisers, provided the ex-advisers didn't leave the firm for a reason related to poor professional conduct (so that, for instance, a firm isn't displaying feedback for an adviser that we know has had their regulatory permissions removed). This change, when implemented, will work historically.
Apologies again for not explaining this better to you at the time Chris. If you have any further questions please get in touch.
Best wishes,
The VouchedFor Team
Great experience (first time buyer mortgage advice)
Lots of expert mortgage advisors, with their credentials and experience clearly shown - which helps you make an informed decision when trying to choose. Some also offer free consultation sessions, which I found helpful in finding a good fit before officially committing. The head office team also gave me a courtesy call after my various consult sessions to see how I got on. Super useful service!
2024年3月4日
自発的なレビュー
VouchedFor からの回答
Thanks so much for taking the time to leave us feedback Yasmin. We really appreciate it and are delighted you found our service helpful. Best wishes, The VouchedFor Team
A big shout out to Graham Morgan and…
A big shout out to Graham Morgan and Cullen Wealth in Stockport. I was introduced to Graham while working for a previous employer and have retained Graham's services since leaving that employment 5 years ago.
At our recent review meeting Graham gave me the good news I will be able to retire sooner than I had anticipated.
2024年3月8日
自発的なレビュー
VouchedFor からの回答
Thanks so much for your feedback Dave. We really appreciate it and are delighted that Graham and Cullen Wealth have been a great help. Best wishes, The VouchedFor Team
1st Class Service
The service provided on all levels from VouchedFor is first class. Especially from our account manager Serena who engages with us on a regular, timely manner which keeps us on track to achieve our goals and aspirations for the year ahead.
2024年3月7日
自発的なレビュー
VouchedFor からの回答
Thanks so much for your feedback Mark. We really appreciate it and will be sure to give Serena due credit. Best wishes, The VouchedFor Team
We were in denial of approaching retirement
We were in denial of approaching retirement for years and then quite overwhelmed by the sheer amount of ‘recommended reading’ that was advised at every turn. The best advice we read was to talk to a FCA regulated financial adviser and the best undertaking we did was to book an appointment with Barry Talman.
Barry gave us professional and expert guidance. He was supportive and understanding from the first point of contact. Barry is meticulous, transparent and ensured we fully understood the options available to us. We now have a clear plan of action that we are happy with and we look forward to working with Barry for years to come.
2024年3月1日
自発的なレビュー
VouchedFor からの回答
Many thanks for taking the time to leave feedback. We're delighted you had a good experience with Barry. Best wishes, The VouchedFor Team
Reassuring impartial advice.
I found Dave Ellis to be very helpful, experienced and friendly.
I now know where i stand and how i can go forward.
2024年2月26日
自発的なレビュー
VouchedFor からの回答
Many thanks for taking the time to leave feedback. We're pleased to see that Dave was helpful. Best wishes, The VouchedFor Team
Robert Lester - highly recommended
Robert Lester was knowledgeable, easy to talk to and did not try to 'hard sell' products
2024年2月27日
自発的なレビュー
VouchedFor からの回答
Thank you so much for your feedback. We're happy that your experience with Robert was positive. Best wishes, The VouchedFor Team
Useful platform but I didn’t get much out of it
I used VouchedFor to be able to find a financial advisor that could help me with my financial situation.
While VouchedFor was a good platform to browse to check the professionals that most suit your needs and goals, all the advisors I spoke with said they could not help me.
2024年2月12日
自発的なレビュー
VouchedFor からの回答
Hi there, thank you for your feedback. There are some services that it's harder to find advisers to help with, for instance final salary pension advice. We have advisers on the site that can help with most things but it may be that you need to speak to us so we can point you in the right direction. We couldn't find any record of you having used our service so are unable to contact you. But please do reach out if you are still in need of advice. We will do all we can to help you. Best wishes, The VouchedFor Team
Good recommendation
Used them after a recommendation on MoneySavingExpert. There weren't many recommendations for advisors on my situation but the one I went with was excellent! Read lots of comprehensive reviews too, and the free phone call told me everything I need to know. Would recommend as a starting point to find an advisor for your situation and an initial phone call.
2024年1月15日
自発的なレビュー
VouchedFor からの回答
Thanks so much for taking the time to leave feedback Kathleen. We're delighted you had a good experience. Best wishes, The VouchedFor Team
Very helpful and knowledgeable about…
Very helpful and knowledgeable about finance , not pushy.
2024年1月24日
自発的なレビュー
VouchedFor からの回答
Thanks so much for your feedback Sarah. We're very pleased you had a good experience. Best wishes, The VouchedFor Team
Property transfer
I asked about any implications involved with transferring property to an offspring. The knowledge I received was honest educational and welcomed. Also given with sincerity. I
From the very onset I knew I was talking to a true professional.
2024年1月10日
自発的なレビュー
VouchedFor からの回答
Thank you so much for your feedback Godfrey, it was great to read. Best wishes, The VouchedFor Team
Trustpilot エクスペリエンス
Trsutpilot のレビューは誰でも書くことができます。レビューを書いた人には自分の書いたレビューをいつでも編集したり削除したりする権限があり、それらのレビューはアカウントがアクティブである限り表示されます。
プラットフォーム保護のため、専門チームと高度なテクノロジーを駆使しています。偽レビューとの闘いについての詳細はこちらをご一読ください。
Trustpilot におけるレビュー プロセスの詳細についてはこちらをご覧ください。
よいレビューを書くための8つのヒントをご覧ください。
確認を行うことで、Trustpilot に投稿されるレビューが [LINK-BEGIN-PEOPLE]実在の人物[LINK-END-PEOPLE] によって書かれたものであることの保証につながります。
レビューに対してインセンティブを提供したり、選択的にレビューを依頼したりすることは、TrustScore にバイアスを生む可能性があります。これは 当社のガイドラインに反します。