You're in a position to really make a difference to those around you, and to help us in the process.
Do you know anyone else who is going through a pivotal life event?
Do you have any like minded friends or family who might benefit from our financial planning, support or guidance?
Can you offer reassurance and insight to others searching for financial advice?
Here is a quick guide to some of the actions you could take and how to go about it.
Who and How
Is there already someone you know who might benefit from our help?
Just tell us their name, contact details, and a brief summary of their situation and we’ll take it from there OR feel free to pass our details onto them
If you can’t think of anyone specific are there people in your local community or broader networks who might appreciate your personal recommendation?
Click here for some further guidance to get started with a social media post.
Trust is everything where it comes to finances so many people quite rightly look to online reviews as part of their search for a financial planner. You can help give people the confidence they need by providing a review on VouchedFor.
VouchedFor is specific to financial planners and advisers.
Click here to watch a quick walk through video on how to leave us a VouchedFor review.
Help people searching for a financial planner to make the right choice.
People love seeing and hearing real people. So it would be great if you could record just a 30 second video chatting about your experiences. We can do this over a quick video call and do the editing OR you can do it in your own time and send it to us, whatever works for you.
If video isn’t your thing then a short written review that we can use on our website is also hugely valuable.
Click here for our brief ‘review guide’ and a couple of examples.
If you’re not keen on enlarging your digital footprint (fair enough) then telling us how we did in person, by phone, text or e-mail is still massively valuable.
Any of the above actions are of huge help to us and is greatly appreciated. Thank you in advance for anything you were able to do.
