Thirteen financial planning consultants at a leading Cumbrian accountancy firm have been named among the most trusted in the UK.
The staff at Armstrong Watson are set to appear in the Sunday Times’ 2021 Guide To The UK’s Top Rated Financial Advisers on Sunday.
The advisers, all members of the firm’s chartered independent financial planning and wealth management team, gained a place in the rankings thanks to receiving at least 10 positive client reviews via VouchedFor.co.uk, the UK’s leading ratings site for financial advice professionals.
The overall firm rating for Armstrong Watson is 4.8 out of 5 from 368 verified reviews from clients, including first impression reviews.
The scoring is based on three areas – advice, service and value.
The staff members are:
- Amanda Heys
- Ashley McCartney
- Brian McNicol
- Chris Hill
- David Porter
- John Hunt
- Justin Rourke
- Kerry Chaloner
- Marcus Dodds
- Matthew Slessor
- Simon Mayoh
- Steve Shovlin
- Stuart Smith
Iain Lightfoot, partner and managing director of Armstrong Watson, said: “I am passionate about providing the right environment and culture to deliver financial advice of the highest quality to existing and new clients.
“The extensive feedback goes a long way to demonstrating the value, difference and peace of mind that providing great advice, help and support gives to our clients.
“I’m very proud of them all individually and collectively.”
Stuart Smith said: “I’m very proud, and grateful, for the feedback my clients have taken the time to provide. There are fewer better feelings than knowing you’ve done a good job for your clients.”
Armstrong Watson is the only top 30 accountancy firm to have an in-house team of Chartered independent financial planners together with in-house asset management expertise.