On Saturday 18th March 2023, VouchedFor released it’s Top Rated Financial Adviser Guide for 2023 and we are delighted be able to let you know that Andrew Elson has qualified as a top rated adviser. He is the only independent adviser in the Wetherby/Boston Spa area to qualify and has a rating of 5 out of 5 from 102 reviews.
The guide, distributed by The Times, aims to identify and celebrate the UK’s best financial advice firms, entirely based on client feedback.
VouchedFor is an online review system like TripAdvisor but for financial advisers.
Andrew said “It’s the hard work, genuine care and dedication of every single team member that allows us to get the reviews that have helped me gain a place in the Top Rated Guide 2023, I look forward to continuing to exceed our client’s expectations and bring awareness to consumers of the power of financial planning to actually achieve your Aims and objectives for the future. Whether its retirement planning or investing for a rainy day. We’re helping shape families lives, getting them to where they want to be, it’s a great feeling to be a part of that”.
We would also like to show our appreciation to our clients. It’s thanks to them 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, we’d like to extend our gratitude. It’s thanks to your reviews that Andrew has been included in this year’s VouchedFor Top Rated Guide.
We really appreciate the time you have taken and more importantly are delighted that you are so pleased with his advice and service.
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 hear your thoughts.
You can leave a review for Andrew here.
Some examples of feedback Andrew has received on VouchedFor:
Have you seen the outcome you were hoping for?
We’ve been with Andrew and the team now for nearly 7yrs and feel that the position we’re in now is safe, secure, allowing us to plan to do the things we want with our family and crucially preparing for the next stages of family expense as we think ahead to colleges/universities etc.
How has Andrew Elson helped you?
Andrew and his team clearly explained what our options were based on out current situation and created a lifetime cashflow planning so we could realistically see the position we are currently in and how that could be improved with some adjustments. The team then created a financial plan with different investments and strategies that we felt comfortably with. We meet several times a year to follow up and review their financial plan to adjust if needed. I cannot stress enough Andrew’s and his team knowledge, patience and attention to detail. They do genuinely look out for you and your family, and I could not recommend them enough.
