We have some amazing news to share with you!
Firstly, we’re excited to let you know that all five of our financial planners have qualified for this year’s VouchedFor Top Rated guide, distributed in today’s edition of The Times.
Secondly, for the first time ever we’ve also qualified as a Top Rated firm. We’re one of only 20 firms in the UK to qualify and the only one based in Cheltenham or Malvern, or indeed, Gloucestershire or Worcestershire.
The VouchedFor Top Rated guide was created to help identify the very best financial firms in the UK, as well as identifying the best planners. To be included is a huge honour especially when it is based on ratings and reviews from our clients.
What is VouchedFor?
VouchedFor is an online review system created to help identify high-quality financial planners. Consider it TripAdvisor, but for financial services.
Clients can leave a review for their financial planner, scoring them on three key criteria; service, value and advice given. With these three scores, VouchedFor creates an overall score out of five stars for every planner on the website.
As these reviews can only be written by our clients, and to qualify we had to invite every client to leave a review, our rating is a genuine reflection on the service we deliver.
What do our clients think?
Find out what our clients think of our advisers by reading below.
Currently, Ed has a score of 4.9 from over 30 reviews. Clients love working with him because of the constant support he provides. For more information on what it’s like to work with Ed, you can click here and visit his VouchedFor profile. Or, for your convenience, we’ve included one of our favourite reviews below:
“Ed has looked after us through a period of transition over several years… where we have both made significant changes to our work lives. This has meant having Ed’s advice and guidance on the financial impacts of various options and how we could use our savings and pensions to support those changes.
We have appreciated the advice and recommendations that have helped us have a good understanding of our financial situation and options available to us at any point. We’ve also appreciated that the advice gives us a holistic view of our assets and how they can be managed and accessed over time”
At the time of writing, Eugenie has a score of 4.9 from over 50 reviews. Lots of her clients comment on her detailed advice and her ability to listen carefully to their specific situation. If you’d like to know more about what it’s like to work with Eugenie, click here and check out her VouchedFor profile.
If you prefer, you can read one of our favourite Eugenie reviews below:
“Eugenie was remarkable. She asked questions; many questions wanting to really understand how we wanted to use our portfolio and make the best use of our investments. I have never felt so well heard by a financial adviser – she’s smart, asks great questions, listens, and truly works alongside you. Any advisor can make recommendations, Eugenie considered so much more than any FCA I have ever worked with. She has made our portfolio sing! Eugenie is a rare find in the financial adviser world, she is humble in her approach, astute in her recommendations and absolutely superb to deal with.”
Martin has a score of 4.9 out of 5 from over 20 reviews. Clients of Martin commented on his professionalism and in-depth advice. If you’d like to know more about what Martin’s clients think, simply visit his VouchedFor page by clicking here. However, if you’d prefer a quicker insight, we’ve included one of our favourite reviews about Martin below:
“Having never used a financial advisor before, I was a little nervous, and also worried about seeming naive about my pension, savings and future plans for both. From day one, Martin was completely approachable, put me at ease immediately, and did not blind me with jargon. He was sensitive to my apprehension and did not pressure me into making any decisions, but gave me options, explained everything in layman’s terms and made me feel much more reassured.”
From over 90 reviews, Peter has a VouchedFor score of 4.9. His clients love his ability to make the entire process as easy as possible.
If you’d like to know more of what Peter’s clients are saying, click here to visit his VouchedFor page. Or, for quicker insight, we’ve included one of our favourite reviews below:
“I spoke with HDA, Pete Clark, who immediately made an appointment to visit my home to discuss the options. Pete came up with a very sound investment plan for my money, which will give me a very flexible solution going forward into my retirement. HDA was able to work with all my pension providers to ensure that the investments chosen gave the the very best value for my money, and gave me peace of mind, that my financial matters are being very professionally managed. I would recommend HDA to anybody, in my opinion, they are a very efficient and professional company and also give good value for money.”
Also with a score of 4.9 is Robin, with over 50 reviews. Robin’s clients enjoy working with him because of his reliable and effective advice.
For more information on what it’s like to work with Robin, you can read all his reviews on VouchedFor by clicking here. However, for your convenience we’ve inserted one of our favourite reviews below:
“My wife and I were looking to take early retirement on a financial level which was as good as or better than our current salaried income. We had various pensions and savings which needed consolidating and also we needed advice, guidance and a sound financial plan as to the best way to achieve our goals. We had already been in contact with one financial planner who proved to be a complete waste of time, money and effort. After some research, we chose HDA Financial Planners who, even in these difficult times and despite some pension companies slow responses, have been absolutely excellent in helping us to achieve our goals. We have found them to have an extremely professional attitude and communication has been exemplary. We would highly recommend HDA Financial Planners”
Thank you to our team
Qualifying as a VouchedFor Top Rated firm would not have been possible without our fantastic team. It’s thanks to them that we’re able to provide the service our clients have come to expect from HDA.
Thank you to every single member of the HDA team for your continuous hard work. We can’t wait to see what the future holds for our team.
Thank you to our clients
Finally, we want to thank you, our clients. Without you, there would be no HDA. Thank you for trusting us to manage your finances and help you find financial peace of mind.
We look forward to continuing to work with you long into the future.
We’d also like to say thank you to our clients who’ve previously left a review. These reviews are extremely important to our entire team. By letting us know what we do well and where we can improve, we’re able to provide the best service possible.