Recently, VouchedFor released its Top Rated Guide for 2023, and we’re delighted to announce that we’ve qualified as a Top Rated Firm!
The guide, distributed by the Times, aims to identify and celebrate the UK’s best financial advice firms, all based on client feedback. To be included in the guide is a tremendous honour; only 103 firms qualified throughout the UK.
What is VouchedFor?
For those of you who may not have heard of VouchedFor, it’s an online system created to review financial advisers, just like Tripadvisor but for financial advisers.
Along with qualifying as a Top Rated Firm, we’re also excited to announce that Lloyd has been included as a Top Rated Adviser.
A big thank you to our clients
We’d like to take a moment to show our appreciation to our clients. It’s really thanks to you that we’re able to do the job that we love. Thank you for continuing to trust us with your finances and allowing us to help you meet your long-term goals.
To those of you who have left us a review previously, we’d like to extend our gratitude. It’s thanks to your reviews that we’ve been included in this year’s VouchedFor Top Rated Guide.
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 for Lloyd, simply click here.
What are Lloyd’s clients saying?
Lloyd has a score of 4.9/5 from more than 70 reviews. One client said:
“I have felt constantly that I am in good and trustworthy hands with Lloyd advising me, which is good as I am not financially that savvy. Lloyd has been patient and concise, explaining everything in as much detail as possible with regards to my pension and savings. He has helped me make important decisions.”
We’d like to thank you in advance for taking the time to leave a review. Not only does it help, but it also gives our whole team a huge morale boost!
It’s a team effort
Finally, we’d like to thank everyone at Delaunay Wealth. Without the hard work and dedication of every single team member, we wouldn’t have been able to earn this fantastic recognition.
We look forward to continuing to provide the high level of service that our clients have come to expect.
If you’re currently looking for help with your finances and think you’d benefit from working with a Top Rated Firm, please get in touch. Our team of experts will work with you to create a plan that suits you, both now and in the long term.