Breaking news: Your reviews mean we’re one of the UK’s Top Rated advice firms

Posted on - Category: News

We’re proud to announce that VouchedFor has named us one of their Top Rated Firms in their 2024 guide, distributed today in The Times.

The guide identifies and celebrates the UK’s best financial advice firms, all based on feedback from their clients.

Inclusion in the guide is a tremendous honour. Only 113 of the roughly 5,000 financial advice firms in the UK qualified, and we’re delighted to be one of them.

Even better, we are the only Top Rated Firm in Bourne End.

What is VouchedFor?

If you’re not familiar with VouchedFor, it’s a platform that allows consumers to leave reviews for their financial adviser or planner. Essentially, it’s like Tripadvisor but for financial advisers.

We now have more than 190 reviews on VouchedFor, which verifies all reviews and never removes or edits negative comments. This rigorous and fair approach means you can be reassured that our reviews accurately reflect the service we provide.

Top Rated Financial Advisers

Not only have we qualified as a Top Rated Firm, but we’re excited to announce that all three of our advisers have also been included in the guide as Top Rated Advisers.

One of our clients is also featured in the guide

We’re also delighted to reveal that one of our clients is featured in the guide.

You can read more about their story below.

 

An extract of BPI's case study in the VouchedFor Top Rated 2024 Guide.

 

A big thank you to our clients

We’d like to thank all our clients who’ve left reviews, as you’re the reason we’ve qualified as a Top Rated Firm. Thank you for continuing to trust us with your finances and allowing us to help you meet your long-term goals.

If you haven’t left a review for your adviser and would like to, please feel free to do so. The process takes less than 10 minutes. We’d love to hear your thoughts and a five-star review is always appreciated.

To leave a review, simply click on your adviser’s name below:

Peter Fulcher

Mandy Veal

Sophie Howard

It’s a team effort

Finally, we’d like to thank everyone here at BPI. Without their hard work and dedication, we wouldn’t be able to provide the first-class service our clients tell us they love, which has been highlighted in our VouchedFor reviews.