Metis AM
Today, VouchedFor have released their Top Rated Guide for 2022, and we are delighted to announce that we have been included as a Top Rated Firm!
The guide, distributed by The Times, aims to identify and celebrate the UK’s best financial advice firms, all based on client feedback. We could not be prouder to have been selected in this group.
To be included in the guide is a huge honour, only 53 firms qualified throughout the UK. We are thrilled to have been included, but we are even more proud to say that we are the only Top Rated firm in West Sussex.
What is VouchedFor?
For those of you who may not have heard of VouchedFor, it is an online system created to review financial advisers. Just like TripAdvisor, but for financial advisers.
In the main, reviews are completed by clients, as this is the best way to get accurate feedback, from people who have first-hand experience. Reviews are based on three key criteria: Service, advice given and value. These criteria are then used to create an overall score out of 5 stars for each and every adviser, which also creates an overall score for firms.
Top Rated Advisers
Not only have we qualified as a Top Rated Firm, but we are excited to announce that all our planners have been included as Top Rated Advisers. To be included is a fantastic moment of recognition for them and everything they do to support our clients.
We are pleased to say that; George, Gordon, Graham, Joel, Mike and Simon have all qualified.
What George’s clients are saying
Currently, George has a score of 4.8/5 from more than 30 reviews. Recently, one of his clients said:
“George has always been clear with his views and provides advice at a level that is easy to understand. He recognises that we are not financial experts and are looking to him to give us his recommendations on steps to take. He takes the time to come and see us, to fit around our diaries.”
To see more of George’s client reviews, head to his profile by clicking here.
What Gordon’s clients are saying
At the time of writing, Gordon has a score of 4.9 from 30 reviews. In a recent review, one client said:
“Gordon provided exceptional service, advice and exemplary support in all matters concerning my financial affairs. I could not rate him higher for his attention to detail, exemplary support and guidance and knowledge in the areas that mattered to me. On each and every location that I engaged with him, he was well briefed, fully aware of my circumstances and keen to assist in any way that he could. I feel lucky to have met him and accordingly benefit from his professional knowledge and approach to his business.”
If you would like to see what else Gordon’s clients have to say, you can view his VouchedFor profile by clicking here.
What Graham’s clients are saying
Graham’s score currently sits at 4.6/5 from just under 20 reviews, with one of his clients recently stating:
“Graham has helped my wife and I plot our way through our financial planning needs for 20 years. He has always had our best interests at the forefront of any advice provided and has enabled us to make our money work for our benefit.”
To view other reviews from Graham’s clients, head over to his profile by clicking here.
What Joel’s clients are saying
Joel has a score of 4.9/5 from more than 50 reviews. Recently, one of his clients left a review to say:
“Joel has been consistently helpful and responsive in setting and monitoring my investments and my Inheritance Tax planning. He has also extended his services very helpfully to encompass my children, and especially my daughter who has been particularly in need of pension and general financial advice.”
To read all of Joel’s reviews on VouchedFor, simply view his profile by clicking here.
What Michael’s clients are saying
Presently, Michael has a score of 4.9/5 from more than 10 reviews, with one client’s review saying:
“Mike was very thorough in ascertaining what my priorities were for both the present and the future and helping me to achieve those goals through advice on my investments, pensions and rental properties. He also liaised with my husband’s solicitor to clarify certain aspects of Inheritance Tax planning for me which was extremely helpful.”
To view any more of Michael’s reviews, simply click here and be taken to his profile.
What Simon’s clients are saying
Last, but certainly not least, we have Simon. With a score of 4.8/5 from just under 60 reviews. One recent review said:
“Simon ticks all the boxes you look for in a financial adviser – professionalism, expertise, responsiveness and proactiveness. He took the time to understand my financial goals and put together a plan to meet them. By keeping in regular contact, he was able to flex the plan as my circumstances and requirements changed.”
To read more of Simon’s reviews, simply view his profile on VouchedFor by clicking here.
Thank you to our clients
We would like to take a moment to thank our clients. It is thanks to you that we are able to do the job 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 would like to extend our gratitude. It is thanks to your reviews that we have 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 are yet to leave a review and would like to, please feel free to do so. The process takes less than 10 minutes, and we would love to know your thoughts.
To leave a review, simply click on your adviser’s name below and you will be taken to their profile. From here, simply click the “Leave Review” button and follow the on-screen instructions, it is that simple!
We would like to thank you in advance for your time in leaving a review, not only does it help, but it also gives our whole team a huge morale boost!
A team effort
Lastly, we wanted to take a moment to thank everyone here at Metis Wealth. Without the hard work and dedication of every single team member, we would not have been able to earn this fantastic piece of recognition.
We look forward to continuing to provide the high level of service that our clients have come to expect.
If you are currently looking for help with your finances and think you would 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.
