Our advisers are Top Rated in 2023!

Posted on - Category: News

On Saturday, VouchedFor released its Top Rated Guide for 2023, and we’re delighted to announce that Peter, Mandy and Sophie have qualified as Top Rated Advisers

The guide, distributed by The Times, identifies and celebrates the UK’s best financial advice firms, all based on client feedback.

What is VouchedFor?

For those of you who may not have heard of VouchedFor, it’s an online system created to review financial advisers, just like Tripadvisor but for financial advisers.

A big thank you to our clients

We’d like to take a moment to show our appreciation to our clients. It’s really thanks to you that we’re able to do the job that we love. Thank you for continuing to trust us with your finances and allowing us to help you meet your long-term goals.

To those of you who have left us a review previously, we’d like to extend our gratitude. It’s thanks to your reviews that we’ve been included in this year’s VouchedFor Top Rated Guide.

Thank you for taking the time to leave these reviews and for your kind words.

If you’re yet to leave a review and would like to, please feel free to do so. The process takes less than 10 minutes, and we’d love to hear your thoughts.

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

To leave Peter a review, please click here.

To leave Mandy a review, please click here.

To leave Sophie a review, please click here.

What are Peter’s clients saying?

Peter currently has a rating of 4.9 out of 5 stars, following 83 reviews. Here’s what one of his clients said:

“Peter is very knowledgeable about personal finance, he answers all questions that I present, even if they are not related to my investments. Over time, my investments have increased in value. Peter and his team are constantly reviewing client portfolios and making adjustments to minimise risks.”

What are Mandy’s clients saying?

Mandy currently has a rating of 4.8 out of 5 stars, following 30 reviews. Here’s what one of her clients said:

“Mandy has clearly explained the various options available to me, using my particular circumstances to guide me in my decision-making.”

What are Sophie’s clients saying?

Sophie currently has a rating of 5 out of 5 stars, following 12 reviews. Here’s what one of her clients said:

“Sophie has given my wife and I some great advice along the way and we are now well on our way to a nice retirement when the time comes.”

We’d like to thank you in advance for taking the time to leave a review. Not only does it help, but it also gives our whole team a huge morale boost!

It’s a team effort

Finally, we’d like to thank everyone at BPI. Without the hard work and dedication of every single team member, we wouldn’t have been able to earn this fantastic recognition.

We look forward to continuing to provide the high level of service that our clients have come to expect.

If you’re currently looking for help with your finances and think you’d benefit from working with a Top Rated Firm, please get in touch. Our team of experts will work with you to create a plan that suits you, both now and in the long term.