We’ve qualified as a Top Rated Firm in 2023!

Today, VouchedFor has released its Top Rated Guide for 2023, and we’re delighted to announce that we’ve qualified as a Top Rated Firm!

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

To be included in the guide is a tremendous honour; only 103 firms qualified throughout the UK. We’re thrilled to have been included.

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.

Top Rated Financial Advisers

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

We’re pleased to say that Daniel, Matthew, Andrew, Roberto and Luke have all qualified.

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 for Dan, please click here.

To leave a review for Matthew, please click here.

To leave a review for Andrew, please click here.

To leave a review for Roberto, please click here.

To leave a review for Luke, please click here.

What are Dan’s clients saying?

Dan currently has a rating of 4.9 out of 5 stars, following 86 reviews. Here’s what one of his clients said:

“Dan has helped us plan our investments in a structured way. The investments have always been in accordance with our attitude to risk. Dan always has our best interests at heart and delivers his professional advice in a friendly way.”

What are Matthew’s clients saying?

Matthew currently has a rating of 4.9 out of 5 stars, following 74 reviews. Here’s what one of his clients said:

“Matt did some excellent research and was thorough and diligent in ensuring our plans were viable and worthwhile. He helped us towards more sustainable routes and to understand all the ins and outs of the sector.”

What are Andrew’s clients saying?

Andrew currently has a rating of 5 out of 5 stars, following 20 reviews. Here’s what one of his clients said:

“Andrew has always been incredibly helpful and talks us through all the options available in good time before our mortgage expires. Andrew also regularly checks in to ensure we have all the required insurance in place to ensure our mortgage payments are also protected.”

What are Roberto’s clients saying?

Roberto currently has a rating of 5 out of 5 stars, following 19 reviews. Here’s what one of his clients said:

“Roberto helped us by providing trusted, concise and timely advice that supported the purchase of our first home and again as our fixed-rate mortgage ended. Roberto is excellent at explaining complex information simply; he communicates well and listens clearly.”

What are Luke’s clients saying?

Luke currently has a rating of 5 out of 5 stars, following 15 reviews. Here’s what one of his clients said:

“Luke was simply brilliant. He’s a fantastic communicator, super sharp, and utterly knowledgeable about the market and the latest products available. He’s pragmatic, honest and clear. A refreshing ray of sunshine in a sometimes murky arena. Fantastic.”

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 Hartley Ross. 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.

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