30 Apr Top Rated Advisers 2024
James Pillinger and Paul Harman of Profusion Wealth Management Ltd are proud to be listed as Top Rated Financial Advisers in VouchedFor’s 2024 Guide to the UK’s Top Rated Financial Advisers which was published in the Times in March 2024.
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.
The past year has been a perfect storm: high inflation and rising interest rates have driven a cost-of-living crisis, geopolitical uncertainties have amplified the ups and downs of financial markets, and the state has rarely seemed less capable of offering protection and support.
Studies show that people who have taken professional advice feel more comfortable about their financial situation and that they are closer to achieving their goals. Across client reviews collated by VouchedFor, 88% of clients said they felt on track to achieve their goals despite the recent turmoil, whilst 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 2023 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 215 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