Top Rated Adviser

Top Rated Financial Advisers for 2023 (The Times)

VouchedFor has released its Top Rated Financial Advisers Guide for 2023, and we’re delighted to announce that our adviser David O’Connor has qualified as Top Rated Adviser. The guide, distributed by The Times, identifies and celebrates the UK’s best financial advice firms, all based on client feedback.

Drawing on years of experience and knowledge, our chartered financial planner David O’Connor offers sound and tailored financial advice, enhanced by the expert support and professionalism of our wider team.

David has over 20 years of experience in advising on all aspects of financial planning from those with modest wealth to high-net-worth individuals and corporate clients. David is an expert adviser for Pensions, Investments, Inheritance Tax planning, and Protection with a passion for delivering the highest-quality service for his clients. David holds Chartered Financial Planner status, the professional body’s “Gold Standard” of excellence and integrity.

A big thank you to our clients

We’d like to take a moment and show our appreciation to our clients, it is thanks to you that we’re able to do the job that we love. Thank you for continuing to trust us with your financial planning and allowing us to help you meet your long-term goals.

To those of you who have left us a review previously, thank you for taking the time to leave these reviews and for your kind words.

If you’re yet to leave a review and would like to, please feel free to do so. The process takes less than 10 minutes, and we’d love to know your thoughts. To leave a review, simply click here.