The VouchedFor Top Rated Advisers guide distributed by The Times has been released today. We’re ecstatic to announce that our Managing Director, Matthew, has qualified.
In case you haven’t heard of VouchedFor before, let us quickly summarise it for you. It’s an online review system, similar to Tripadvisor for example, but specifically for financial planners.
Using client feedback, VouchedFor scores and rates financial planners. These ratings are based on the advice given, service and value. As it uses client feedback, VouchedFor provides first-hand reviews of advisers to provide accurate ratings.
At the time of writing, Matthew has a rating of 4.8 out of 5 from 38 reviews.
Hard work pays off
Anyone that has ever worked with us knows just how hard Matthew works. Winning this award is a fantastic moment of recognition for the financial security he has provided for every single one of our clients.
As many of you may know Matthew does everything for Santorini Financial Planning, the business is his pride and joy. He experiences every up and down the business goes through on a personal level. This is why this acknowledgement means so much to him. In Matthew’s own words:
“Santorini Financial Planning is the fruition of everything that has happened in both my professional and personal life which has led me to create this unique approach to lifestyle financial planning.”
Santorini Financial Planning represents not only himself but represents his family as well. The company allows him to provide for his family by doing what he loves.
What Matthew’s clients say
As we’ve said previously, VouchedFor is built entirely around client feedback. To qualify for their Top Rated guide you have to make sure that every single one of your clients is happy. Matthew goes above and beyond what is expected of him to ensure his clients’ needs are met.
Read below to see what one client has to say about him:
“I have been investing with Matthew for 15+years whilst my husband and I were both still working Matthew looked at our situation in the round and as a family to understand our financial situation. He provided several questionnaires over the years that identified our attitude to risk, that did change as we neared retirement, in regards to investments/pensions and advised us accordingly. We took all his advice.
We have seen a good return on our investments which have allowed us to help our family, extend our home, take holidays without digging into our capital. Amazing given the current poor interest rate returns. More than happy. Well done Matthew.”
If you’d like to see what else Matthew’s clients have to say about him and his service simply click here.
Thanking you, our clients
We wanted to say a huge thank you to all our clients for trusting us to help you plan for life’s journey. Without you, we wouldn’t be able to do the job we love.
Who Matthew works with
For those of you who don’t currently work with Matthew, he specialises in helping people plan their retirement. Using our 6 step process, Matthew will get to know you, assess your situation, create a plan to help you meet your goals and work with you to implement it.
Let us know what you think
If you haven’t already, we’d really appreciate you leaving Matthew a review on VouchedFor. These reviews genuinely help us, letting us know what we do well and where we can improve. To leave a VouchedFor review, click here.
Are you getting ready to plan for retirement and beyond? Unsure of where to begin? Contact us and we’ll help you prepare for your life’s journey.
