Each year, The Times and VouchedFor, the ratings site for financial professionals, team up to put together a list of the ‘top-rated’ financial advisers and planners in the UK using more than 130,000 verified reviews.
We’re delighted to reveal that Damien has been included in this list and rated as one of the country’s top-rated financial advisers!
To be included in the guide, an adviser must:
- Achieve a rating of at least 4.9 out of 5 in 2019
- Receive at least ten ratings from clients
- Be a fully verified member of VouchedFor, meaning they have been independently checked and monitored
The ‘top-rated’ guide aims to help consumers by showcasing those advisers who are consistently providing a high standard of service and who are delivering excellent outcomes to clients.
Many awards and accreditations in the financial services industry are based on technical knowledge or the ability to take an exam. Whilst high levels of technical expertise are important, it’s fantastic to receive an accolade based on the views of those that matter most to our business – our clients.
Here’s just a couple of examples of the great reviews we have received this year:
“I cannot emphasise enough how thorough and professional Damien was in assessing my risks and aspirations towards financial planning, before taking us on as his clients, whilst all this took some time, I was delighted with the detailed summaries I received.”
“Damien has enabled us to plan and give us confidence for our futures in retirement. The tools he used to show us our income and wealth after we retire has been invaluable. This has meant we have been able to make clear decisions now to enable is to look forward to an enjoyable retirement.”
Read more reviews here.
Over the last couple of years, Damien and the rest of the team at Otter have been working incredibly hard to improve professional standards to and ensure every client receives excellent service. After obtaining the BS 8588 and ISO 22222 earlier this year, our inclusion as a top-rated adviser on VouchedFor proves our efforts are leading to results for our clients.
How becoming a top-rated adviser helps existing and new clients
Being included in the ‘top-rated’ adviser list is an achievement that highlights that we’re helping those we work with to reach their financial and lifestyle aspirations, which is at the very centre of our business.
It also helps new clients to find a trusted adviser. Searching for financial advice can be daunting but the inclusion means new clients know they are dealing with a reputable firm who offers an exceptional level of service from the outset.
A huge thank you to everyone that has taken the time to leave us a review on VouchedFor, it’s very much appreciated.
If you’ve yet to leave us a review, you can do so by clicking here. You could help us secure a spot on the top-rated list next year too!
Finally, if you know someone that could benefit from financial advice, please pass on our details. You can refer your friends, family and colleagues safe in the knowledge that you’ll be introducing them to one of the country’s top-rated advisers.
Please get in touch if you have any questions.