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The 2021 Top Rated Financial Advisers list recognises the companies and advisers that are making great strides in increasing transparency and delivering exemplary service for consumers across the UK.
The financial advisers showcased in the guide received the highest volume of positive 2020 client reviews on VouchedFor.co.uk, the ratings site for financial and legal professionals. As well as being endorsed by more than ten clients, each adviser is a fully verified member of VouchedFor. This means they have the necessary permissions to practise from the Financial Conduct Authority, as well as undergoing several other checks and ongoing monitoring. The list is published by The Times and Vouchedfor.
Find out more about our advisers
Ian Balgarnie, Commercial Director at Ascot Lloyd, comments: “Our advisers’ dedication to client satisfaction has been recognised in the most powerful way possible, through endorsement by our clients. This year our advisers have worked especially hard to ensure they helped our clients navigate through such unprecedented times and it is great to see their efforts have been recognised.
“It takes hard work and dedication to not only achieve this status but also to maintain it. They have all set the bar for colleagues and peers across the business and should feel proud of the work they have done. We would like to congratulate them for this achievement and will continue to support them so they can continue to excel on client work.”
Download 2021 Guide To Top Rated Financial Advisers (PDF)
We put our clients at the centre of everything we do, by understanding you we can build a plan to help you reach your financial goals. Here are a few comments from our clients…
"In these uncertain times Lindsay's direction and advice has been priceless. I have peace of mind knowing my financial future is in good hands."Dec 2020 "Lewis listened to my requirements and took them on board to provide advice and recommendations tailored to my needs. I felt at ease discussing my personal situation with him and I found that the advice I received was honest and trustworthy. I would have no hesitation in recommending to anyone seeking financial advice."Jan 2021 "Gemma contacts me on at least an annual basis. When she is able, current restrictions withstanding, she visits me at home. When she initially became my IFA my investments hadn't been reviewed for several years. She advised me and we were able to move my portfolio into more suitable investments. She is at the end of the phone or email if I have any questions or queries and always gets back to me in a timely fashion."Jan 2021
"In these uncertain times Lindsay's direction and advice has been priceless. I have peace of mind knowing my financial future is in good hands."Dec 2020
"Lewis listened to my requirements and took them on board to provide advice and recommendations tailored to my needs. I felt at ease discussing my personal situation with him and I found that the advice I received was honest and trustworthy. I would have no hesitation in recommending to anyone seeking financial advice."Jan 2021
"Gemma contacts me on at least an annual basis. When she is able, current restrictions withstanding, she visits me at home. When she initially became my IFA my investments hadn't been reviewed for several years. She advised me and we were able to move my portfolio into more suitable investments. She is at the end of the phone or email if I have any questions or queries and always gets back to me in a timely fashion."Jan 2021
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Our Financial Advisers are available on the phone so please contact us if you have any questions.
Important Information
Past performance is not a guide to future performance and may not be repeated. Investment involves risk.
The value of investments and the income from them may go down as well as up and investors may not get back any of the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall.
This communication/presentation is for information purposes only. Nothing in this communication constitutes financial, professional or investment advice or a personal recommendation. This communication should not be construed as a solicitation or an offer to buy or sell any securities or related financial instruments in any jurisdiction. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the securities, markets or developments referred to in the document. Any opinions expressed in this document are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or companies within the same group as Ascot Lloyd as a result of using different assumptions and criteria.
This communication is issued by Capital Professional Limited, trading as Ascot Lloyd. Ground Floor Reading Bridge House, George Street, Reading, England, RG1 8LS. Capital Professional Limited is registered in England and Wales (number 07584487) and is authorised and regulated by the Financial Conduct Authority (FRN: 578614).
