Introducing 2023’s Top Rated Firms
VouchedFor is pleased to share 2023’s Top Rated Firms.
These firms have invited all their clients to review them on VouchedFor and have received excellent feedback. They have also fared well against industry benchmarks measured by VouchedFor’s Elevation platform*.
Firms of any size can qualify as Top Rated Firms. As you can see from the list in the table, they range from one-person operations to national firms. Cost is not a barrier to achieving Top Rated Firm status. Advisers can have a free basic profile on VouchedFor to help their firm meet the criteria.
WHAT DID TOP RATED FIRMS DO TO QUALIFY?
1. Demonstrate a commitment to transparency by regularly inviting all their advisers’ clients to leave a review on VouchedFor. There were a few allowed exemptions, such as clients who are infirm or do not have an email address. Top Rated Firms have agreed to VouchedFor auditing them to ensure they have invited reviews from all non-exempt clients.
2. Prove their clients are engaged by securing a high response rate on their review invitations.
3. Show they have happy clients, by achieving a high average rating out of five.
4. PLUS, new for 2023, these firms have to have performed well against industry benchmarks measured by our Elevation platform*.
This year’s list includes some firms that have achieved Top Rated Firm status for an impressive four consecutive years. These include Sandringham Financial Partners, The Private Office, Depledge Strategic Wealth Management, Waymark Financial, One Financial Solutions and Philip James Financial Services. Several others feature in this list for the third year running.
As has been covered in this Guide, 2022 wasn’t an easy year on many fronts. Reading some of these Top Rated Firms’ client reviews bears testament to the important role good financial advice plays in creating peace of mind and helping people achieve their goals, from buying a new home through to retiring comfortably.
Many congratulations to all the firms who attained Top Rated status in 2023!
LARGE FIRMS (50+ ADVISERS)
| FIRM NAME | ADVISERS | REVIEWS | RATING | LOCATION | LINK |
|---|---|---|---|---|---|
| Sandringham | 190 | 6859 | 4.9 | UK | View Profile |
| The Private Office | 50 | 1956 | 4.8 | England | View Profile |
MEDIUM FIRMS (10+ ADVISERS)
| FIRM NAME | ADVISERS | REVIEWS | RATING | LOCATION | LINK |
|---|---|---|---|---|---|
| Morrinson Wealth | 38 | 1088 | 4.8 | England | View Profile |
| Newcastle Financial Advisers | 26 | 1540 | 4.8 | England | View Profile |
| Mazars Financial Planning | 26 | 1142 | 4.8 | UK | View Profile |
| Ellis Bates Financial Advisers | 26 | 669 | 4.8 | UK | View Profile |
| Viva Retirement Solutions | 16 | 599 | 5 | England | View Profile |
| One Financial Solutions | 15 | 1108 | 4.9 | UK | View Profile |
| A S Financial | 14 | 707 | 4.9 | London | View Profile |
| Tenet Financial Services | 12 | 267 | 4.8 | UK | View Profile |
| Forrester Boyd Wealth Management | 11 | 259 | 4.8 | East Yorkshire, Lincolnshire | View Profile |
SMALL FIRMS (FEWER THAN 10 ADVISERS)
| FIRM NAME | ADVISERS | REVIEWS | RATING | LOCATION | LINK |
|---|---|---|---|---|---|
| Medical Family Finance | 8 | 452 | 4.8 | London | View Profile |
| Ryley Wealth Management | 8 | 315 | 4.9 | Nottingham | View Profile |
| Prosperity IFA | 5 | 464 | 4.9 | Kent, Hertfordshire | View Profile |
| Hartley Ross | 5 | 216 | 4.9 | Wales, Berkshire | View Profile |
| David James Wealth | 5 | 213 | 4.8 | London, Southhampton, Suffolk | View Profile |
| Smith and Wardle Financial Planning | 5 | 178 | 4.9 | Stevenage | View Profile |
| The Aspire Partnership | 5 | 128 | 4.9 | Bristol, Brighton | View Profile |
| Philip James Financial Services | 4 | 913 | 4.8 | Oxford, Gloucester | View Profile |
| Blackdown Financial | 4 | 360 | 4.9 | Somerset | View Profile |
| Jones & Co Independent Financial Advice | 4 | 327 | 4.8 | Sheffield | View Profile |
| Holleron Wealth Management | 4 | 221 | 4.9 | Derbyshire | View Profile |
| Laterliving now! | 4 | 219 | 4.9 | Yorkshire, Derbyshire | View Profile |
| HarperLees Financial Planning | 4 | 185 | 4.9 | Essex | View Profile |
| Hills Financial Planning | 4 | 173 | 4.9 | Belfast | View Profile |
| Bigmore Associates | 4 | 165 | 5 | London, Guilford | View Profile |
| GPFM | 4 | 152 | 4.9 | Stevenage | View Profile |
| Fiducia Wealth Management | 4 | 144 | 4.8 | Essex, Suffolk | View Profile |
| Navigate IFA | 4 | 118 | 4.9 | Belfast | View Profile |
| Depledge Strategic Wealth Management | 3 | 384 | 4.9 | Cheshire | View Profile |
| Rowley Turton (IFA) | 3 | 361 | 4.9 | Leicester | View Profile |
| AFP Pinner | 3 | 278 | 5 | London, Southampton | View Profile |
| Lucent Financial Planning | 3 | 263 | 4.9 | Birmingham | View Profile |
| Wealthwide | 3 | 257 | 4.9 | Birmingham | View Profile |
| Ginkgo Financial | 3 | 197 | 4.9 | London | View Profile |
| LUNA Financial Planning | 3 | 161 | 4.9 | Newport, Stevenage | View Profile |
| Unity Wealth Management | 3 | 140 | 4.8 | Hampshire | View Profile |
| International Property Finance | 3 | 133 | 4.9 | England | View Profile |
| Brace Wealth Management | 3 | 102 | 4.9 | England | View Profile |
| Sterling Rees Wealth Management | 3 | 101 | 5 | UK | View Profile |
| Rosewood Wealth Management | 2 | 391 | 4.9 | Sheffield | View Profile |
| Millward Wealth Management | 2 | 299 | 4.9 | Coventry | View Profile |
| Spectrum Wealth Group | 2 | 264 | 4.9 | Glasgow | View Profile |
| Stonegate Wealth Management | 2 | 166 | 4.9 | Stoke | View Profile |
| LRG Financial Services | 2 | 135 | 5 | Oxford, Berkshire | View Profile |
| Expert Wealth Management | 2 | 135 | 4.9 | Oxford | View Profile |
| Christopher Little & Co | 2 | 133 | 4.9 | Otley | View Profile |
| Bluesky Independent Wealth Managers | 2 | 128 | 4.9 | London, Edinburgh | View Profile |
| Philpott Financial | 2 | 121 | 4.9 | Yorkshire | View Profile |
| Tudor Franklin Independent Financial Advice | 2 | 118 | 4.9 | Leicester | View Profile |
| Faulkner Powell Mortgages | 2 | 115 | 5 | Stoke | View Profile |
| Insight Wealth Financial Advisers | 2 | 90 | 4.9 | Northampton | View Profile |
| Novum Mortgage Services | 2 | 89 | 5 | Kent | View Profile |
| Douglas Rowe Financial Services | 2 | 72 | 4.9 | Kent | View Profile |
| Storeton Rose Financial Planning | 2 | 71 | 5 | Cheshire, Hertfordshire | View Profile |
| WR Ethical | 2 | 68 | 5 | Bristol | View Profile |
| My Finance Friend | 1 | 322 | 5 | Derbyshire | View Profile |
| Peniston Financial | 1 | 185 | 5 | Doncaster | View Profile |
| Midavlyn Mortgages | 1 | 176 | 5 | Stockport | View Profile |
| Commodore Finance | 1 | 167 | 4.9 | Conwy | View Profile |
| Clarity Wealth | 1 | 156 | 5 | Leeds | View Profile |
| Cordiner Wealth | 1 | 156 | 4.9 | Leeds | View Profile |
| Expert Independent Financial Planning | 1 | 149 | 4.9 | London | View Profile |
| Worthington Financial Planning | 1 | 138 | 5 | Stevenage | View Profile |
| Sheraton Financial Planning | 1 | 138 | 5 | Portsmouth | View Profile |
| Footes Financial Planning | 1 | 127 | 4.9 | Birmingham | View Profile |
| Britannic Place Financial Management | 1 | 120 | 4.9 | Worcester | View Profile |
| Northseam - Independent Financial Planning | 1 | 113 | 4.8 | Bath | View Profile |
| Advice Matters Financial Planning | 1 | 111 | 4.9 | Lancashire | View Profile |
| JWD Mortgages | 1 | 100 | 5 | Bath | View Profile |
| Money Honey Financial Planning | 1 | 93 | 4.8 | London | View Profile |
| Equity Select | 1 | 87 | 5 | Derby | View Profile |
| Ripley Wales Financial Planning | 1 | 82 | 4.9 | Torquay | View Profile |
| DanJo & Co Financial | 1 | 80 | 5 | Shropshire | View Profile |
| Chapter House Wealth Management | 1 | 79 | 4.9 | West Midlands | View Profile |
| Auxilia Financial Services | 1 | 74 | 5 | Somerset | View Profile |
| Orange Tree Financial Services | 1 | 74 | 4.9 | Essex | View Profile |
| Delaunay Wealth Management Ltd | 1 | 74 | 4.9 | Woking | View Profile |
| Harper Financial Associates | 1 | 73 | 4.8 | Sheffield | View Profile |
| Carol Smith Mortgage Services | 1 | 72 | 5 | Warrington | View Profile |
| Mission Financial Planning | 1 | 71 | 4.8 | Newcastle | View Profile |
| Kath Atkin-Bowdler Financial Services | 1 | 68 | 5 | Swansea | View Profile |
| Towan IFA | 1 | 60 | 4.8 | Cornwall | View Profile |
| Windsor Financial Planning | 1 | 59 | 5 | Newport | View Profile |
| Fleming & Co Wealth Management | 1 | 59 | 4.9 | Warrington | View Profile |
| Waymark Financial | 1 | 57 | 4.9 | London | View Profile |
| Santorini Financial Planning | 1 | 54 | 4.8 | Leicester | View Profile |
| Brick2Brick Mortgage Solutions | 1 | 50 | 5 | London | View Profile |
| Clifford Wealth Management | 1 | 49 | 4.9 | Wiltshire | View Profile |
| Castle Mortgages | 1 | 48 | 5 | Coventry | View Profile |
| Butterfly Financial Planning | 1 | 47 | 5 | Kent | View Profile |
| Sharp Wealth Management | 1 | 43 | 5 | Surrey | View Profile |
| 8 Financial Planning Limited | 1 | 43 | 5 | Telford | View Profile |
| Naomi Haynes Financial Planning | 1 | 38 | 5 | London | View Profile |
| MJS Financial Services | 1 | 38 | 5 | Cardiff | View Profile |
| Willow Tree Financial Services | 1 | 38 | 4.9 | Brighton | View Profile |
| Martin Jeffers Wealth Management | 1 | 37 | 5 | Birmingham | View Profile |
| Engage Wealth Management | 1 | 35 | 5 | Brighton | View Profile |
| Masters Wealth Management | 1 | 34 | 5 | Manchester | View Profile |
| Bob Rains Wealth Management | 1 | 32 | 4.9 | Kent | View Profile |
| Parkworth Financial Services | 1 | 29 | 4.9 | Surrey | View Profile |
| Bina Dayaram Wealth Management | 1 | 28 | 4.9 | St Albans | View Profile |
| Thera Wealth Management | 1 | 28 | 4.9 | London | View Profile |
| Sunland Mortgages | 1 | 26 | 5 | Durham | View Profile |
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