On Saturday, the Times newspaper ran a supplement titled “VouchedFor’s 2019 Guide to the UK’s Top Rated Financial Advisers” I’m delighted to announce that Clear Vision FP was included in that list!
VouchedFor is a little like TripAdvisor but for finding professional services. In order to be included in the annual guide an adviser needs to…
- Have 10 reviews between 1 January 2018 and 31 January 2019 with an average rating of 4.5 or higher;
- Have an overall rating of 4.5 or higher;
- Be fully verified as part of VouchedFor Standard. This includes checks on regulation, independent status, qualifications, complaints, etc.
Our current rating is
We are very proud of this rating as it is made up of reviews from genuine existing clients. This means a huge amount to us and is testament to our determination to add value on an ongoing basis. A selection of reviews is shown below…
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What were the circumstances that caused you to look for an adviser?
Approaching retirement and concerns over value of existing providers.
How did Matthew Aitchison help you?
Reviewing existing earnings savings and investments, making helpful proposals, executing an investment plan.
What is your current situation? Have you seen the outcome you were hoping for?
Yes. Matthew is very good at what he does. He is approachable and friendly, and ensures we have regular review meetings at locations convenient to my wife and me.
What could they have done better?
I am struggling to think of any improvements Matthew could make.
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What were the circumstances that caused you to look for an adviser?
I was coming up to my potential retirement date, and our affairs are not simple because my wife is self-employed and because we have an overseas property.
How did Matthew Aitchison help you?
He took great care to research and understand what we wanted to happen in the rest of our lives, including helping us to think about many aspects that we hadn’t even considered. He developed, and explained to us, several different scenarios for the future. He investigated and helped us to understand our attitudes to risk. He spent a lot of time explaining the choices open to us, not only those that are obviously financial. He helped us come up with long-term plans, and most importantly he left us confident that we will be able to cope, and indeed do reasonably well, financially with just about anything predictable that might turn up in the rest of our lives.
What is your current situation? Have you seen the outcome you were hoping for?
His recommendations were clear and precise, and met our needs, and he made sure we understood them. So far things have gone well to plan, and we have a continuing relationship so that we can review things in the future in the light of changing circumstances. We are both very happy with where Matt’s advice has led us.
What could they have done better?
We really can’t think of anything he might have done better.
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What were the circumstances that caused you to look for an adviser?
We have an ongoing arrangement with Matt who Looks after our protection requirements and reviews our pension and investment provision for retirement income.
How did Matthew Aitchison help you?
Matt is fantastic at listening, rather than jumping to solutions that don’t necessarily solve the challenge in hand. Having taken time to understand changes in our circumstances since we last sat down (2 years ago) we were able to agree on a course of action relevant to our needs and that best addressed our long term requirements. Matt also delicately balances advice with realism and delivering difficult messages where we are deviating from plans.
What is your current situation? Have you seen the outcome you were hoping for?
In the 5 years we’ve been working with Matt we’ve significantly enhanced our financial position through clear goal setting.
What could they have done better?
I’m very happy with the service offered and Matt was knowledgeable, personable and practical as always – were really happy!
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If you would like to work with a ‘Top Rated’ Financial Adviser, please do get in contact.
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