BPI advisers qualify for the 2021 VouchedFor Top Rated guide

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VouchedFor has released their Top Rated adviser guide for 2021, distributed by The Times. We’re ecstatic to announce that both Peter Fulcher and Mandy Veal have qualified.

For those of you who may not have heard of VouchedFor before, allow us to explain. VouchedFor is an online review system, designed specifically for financial advisers. Consider it Tripadvisor but for the financial sector.

On VouchedFor, financial advisers and planners are rated by clients on three key components:

  • Service
  • Advice
  • Value

Because of this, an advisers VouchedFor rating is one of the best ways to see how good they are. And, being a VouchedFor Top Rated adviser means you’re the best of the best!

To date, Peter has a score of 4.8 out of 5 from 44 reviews and Mandy also has a score of 4.8 out of 5.

We couldn’t be prouder of this achievement for the pair of them. It goes to show you that hard work never goes unnoticed.

“The advice given was fantastic”

As we’ve already said, VouchedFor is a system built on client feedback. It offers a transparent opportunity to see what advisers’ clients think about them. If you’d like to see what Peter’s clients have to say about him then head to his VouchedFor page by clicking here.

Or, for a quick insight into how much Peter’s clients value his work, simply read below:

“… the excellent advice enabled me to consolidate existing pensions into a viable single product which has proven to be an excellent performer. The advice given was fantastic, straightforward and excellent value for money.”

“By offering not only his own expertise but also placing his highly experienced team at my disposal, giving the full benefit of their specialised knowledge. The whole process is very friendly and personal with all of the information delivered in plain language. Considering the high level of expertise, personal service and communication their services represent incredible value for money.”

“We were totally satisfied”

If you’d like to see what Mandy’s clients have to say you can see all of her reviews on her VouchedFor page by clicking here. Alternatively, read below for what one client had to say:

We were totally satisfied with the service provided by Mandy, she was totally professional throughout the process keeping us fully up to date with progress and making sure that we got the best result and the lowest interest rate available for the product selected.”

Who we work with

Here at BPI, we work with a wide range of customers, helping to provide them with the financial security they deserve. Our team work with business owners, those approaching retirement and those who’ve already retired. Whether you’re looking for new business premises, preparing to plan your retirement or looking to improve your current retirement, we will help.

A team effort

Whilst the VouchedFor Top Rated guide qualification is an individual one, it’s our entire team working together that has helped achieve this.

For those who are unfamiliar with our team, we’re made up of 7 people:

  • Peter Fulcher – Financial Adviser and Managing Director
  • Terry Martin-Young – Consultant Independent Financial Adviser
  • Nigel Copperwheat – Operations Director
  • Sophie Howard – Financial Services Administrator
  • Catherine Warner – Financial Services Administrator
  • Mandy Veal – Office Manager & Equity Release Specialist
  • Dakyna Richardson – Paraplanner & Wrap Specialist

Every single one of them is key to our success. We’d like to take this opportunity to thank every single one of them for their ongoing hard work. It’s thanks to all of them that we’re able to provide our clients with the service they deserve.

Thanking you, our clients

Most importantly, we’d like to thank you, our clients. Without you, we wouldn’t be able to do the job we love.

If you’re looking for additional financial advice then please get in touch today. We’ve been helping people achieve their goals for over 20 years and you could be next! Click here to get in touch today.