12 May Top Rated Advisers 2023
James Pillinger and Paul Harman of Profusion Wealth Management Ltd are proud to be listed as Top Rated Financial Advisers in VouchedFor’s 2023 Guide to the UK’s Top Rated Financial Advisers which was published in the Times in April 2023.
The guide aims to help people understand how advice could benefit them and celebrates those financial advisers who are delivering excellent outcomes for their clients.
The guide recognises that managing your money for today while also planning for the future is difficult even at the best of times, but when the economic environment is more challenging, it’s even tougher. This is why so many people value the services of their financial advisers so highly in the current climate.
Expert advice is needed more than ever as clients are buffeted with multiple headwinds. The cost of living is climbing faster than most people’s income, whilst interest rates have risen sharply over the past year, adding to the cost of many client mortgages. For savers and investors, savings rates that fall far short of the rate of inflation and falling stock markets add to the uncertainty.
Research from VouchedFor has shown that despite the challenging economic environment, 80% of adviser clients feel that they are on track to hit their financial goals and 99% say they would recommend their adviser.
The financial advisers listed in the guide have received the highest volume of positive client reviews since the start of 2022 on VouchedFor.co.uk the UK’s leading ratings site for financial and legal professionals.
As well as being endorsed by at least ten clients with a rating of 4.5 out of 5.0 or more, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority’s Register as well as undergoing checks and ongoing monitoring, including adviser’s identity, qualifications and client reviews. VouchedFor also monitor news outlets and the outcomes of anyone who contacts an adviser through VouchedFor.
James and Paul are delighted to confirm that at the time of publishing this article they have amassed 175 Five Star client ratings between them having been members of VouchedFor since August 2018.
Profusion Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd who are authorised and regulated by the Financial Conduct Authority (FCA). Firm reference number 487395