Call: 020 8296 1799
Call: 020 8296 1799

MLP Wealth

Planning for your future

 
Vouchedfor IFA

VouchedFor has revealed the UK’s most well-liked IFAs, based on those with the highest number of positive reviews from clients on its website.

Taking the top spot was Anthony Villis, managing partner at London-based First Wealth, who secured the most favourable feedback to pull away from the rest of the top IFAs with positive reviews within the last two years.

Advisers had to receive at least 28 reviews of 4 stars or more to qualify for entry in the list of top 250 UK advisers. They were also required to be using VouchedFor’s paid-for service, Professional Plan.

This is a membership plan costing £45 per month, with the Lite plan allowing advisers to be contacted up to five times a quarter, and the Professional plan incurring an additional charge each time an enquirer makes contact, with no limit how many times the adviser can be contacted.

Hearing the news through FTAdviser just before leaving on holiday on Friday, Mr Villis, who works with a staff of 17 including five advisers, said he was delighted his clients had recommended him.

“Great financial planning can change your life! We exist to inspire ideas, create confidence and give you the freedom to live,” he said.

Another well-known name in the top 10 was Jeremy Askew, managing director of Town Close Financial Planning.

He commented: “It’s testament to the excellent service the team has provided. We’re looking forward to getting even better.”

Mr Askew said the company is moving to larger premises in Loughton as part of expansion plans which has seen it take on a compliance director and office manager, with a fully-qualified adviser and trainee next on the agenda.

He said: “From a back bedroom and zero clients 30 months ago, we’ve expanded to £50m under advice and four permanent, including me, one part-time staff and three contractors. Revenue is up 50 per cent in the last 12 months.”

Also in the top ten were Neil Gilbourne from 3R Financial Services; Peter Emery from Emery IFA; Philip Hanley from Philip James Financial Services; Carl Melvin from Affluent Financial Planning; Andrew Finnie from Border Finance; Alan Powell from Elite Wealth Management; Paolo Standerwick from MLP Wealth Management; and Phil O’Connor from Whitewell Financial Planning.

VouchedFor said its top 250 list heralded a new era of transparency within the financial industry, giving great advisers the chance to demonstrate their value.

The full VouchedFor list, featured in the Sunday Times yesterday (10 April), gives details of the advisers’ local area, specialisms and number of reviews for a total of 875 professionals, including 250 IFAs, 250 mortgage advisers, 200 accountants and 175 solicitors.

Adam Price, founder of VouchedFor, said: “For years prospective clients have been in the dark about the quality of a professional’s work from their clients’ perspective. With the VouchedFor guide, both consumers and advisers can discover which professionals have the happiest clients.”

Credit: Financila Times https://www.ftadviser.com/2016/04/11/ifa-industry/awards-and-events/vouchedfor-names-country-s-favourite-ifas-nnjn07t8awU8KhXkqqNTMO/article.html

JCB's Lord Bamford reignites CBI row claiming Brexit-businesses are not represented by big trade bodies

Brexiteer Lord Bamford has waded back into the political debate, accusing the Government and lobby g

Pension contribution limits: What's my annual allowance?

There are two restrictions on how much you can save into a pension and still receive tax relief on y

The best tax trick to boost your pension savings

Reinvesting your pension money is a sneaky way to boost your pot - we explain how it works Now that

'Retiree spent £120k pension in six months on a car, gambling and drink': MPs take evidence on pension freedoms

The successes and failures of the radical overhaul made to Britain's pension regime in 2015 are

Rising house prices and inheritance tax are fuelling a middle class equity release boom

Once seen as a last resort, the use of specialist, later-life mortgages is increasingly common among

Pension savers to get income boost as inflation rises

The state pension will increase by at least £4.78 a week, the Lifetime Allowance will increase by

Kim North: DB transfers don’t deserve the doghouse

I have worked in retail financial services for the last 30 years, from the coal face as an IFA to th

Lisa Webster: Reasons to breach the lifetime pensions allowance

The lifetime allowance is set to increase from April for the first time since 2010. Given the hatche

Adviser clients 39% a year better off in retirement - research

Clients of financial advisers can hope to be almost two-fifths a year better off in retirement than

Claire Trott: Protecting clients from lifetime allowance traps

More and more of my conversations with advisers are focused on those clients that have exceeded the

The Address

MLP Wealth Management Ltd
17 Station Road,
Belmont,
Sutton,
Surrey,
SM2 6BX

shopContact

 

Get in touch

Please type your full name.
Invalid email address.
Invalid Input
Invalid Input
Please prove you're human

Find us

Your financial future is loading