Top Rated Financial Advisers for 2024 (VouchedFor)

VouchedFor has released its Top Rated Financial Advisers Guide for 2024, and we’re thrilled to announce that our adviser David O’Connor, has again qualified as Top Rated Adviser.

The guide, which is distributed by The Times, celebrates the UK’s best financial advice organisations based on genuine client feedback.

As Chartered Financial Planner, David can draw on over 20 years’ experience in financial services to offer clients sound and tailored financial advice to meet their needs, which is supported by our experts within our wider team.

David’s skills cover all aspects of financial planning to individual and corporate clients. He is an expert adviser for pensions and retirement planning, investments, inheritance tax planning, and for protection. His passion for delivering fantastic service and outstanding outcomes for clients is reflected in his work and in his attention to detail.

David holds Chartered Financial Planner status, which is the professional body’s “Gold Standard” for integrity and excellence.


Thank you to our clients

We’d like to say thank you to you, our clients, for placing your trust in us for your financial planning and allowing us to help you achieve your long-term goals.

We’d also like to say thank you to everyone who has left us a review, thank you for your kind words.

If you’re yet to leave us a review, and would like to do so, please feel free to leave your review here on the VouchedFor website, the process only takes 10 minutes and is great appreciated by us all.