Congratulations to our VouchedFor Top Rated planners

Category: News

We’re delighted to let you know that our Financial Planners, Gareth Rees and Elliott Swatton have qualified for the 2021 VouchedFor Top Rated guide, distributed in The Times on Saturday 10th April.

The guide was created to showcase the best of the best in financial services throughout the UK. To qualify is a huge honour. This is wonderful recognition for all of their hard work.

Never heard of VouchedFor?

We know that some of you may not have heard of VouchedFor before, or if you have, may not fully understand it. VouchedFor is an online review system created especially for the financial sector. Consider it like Tripadvisor, but for financial planners.

Clients leave reviews, ranking their planners based on three factors: value, service and advice given. VouchedFor then uses these scores to create an overall score out of 5 stars for each planner. All scores come directly from those with first hand experience because it’s clients leaving the reviews.

This means that VouchedFor provides the most accurate ranking and reviews for those working in the financial advice sector.

Currently, Gareth has a rating of 4.8 out of 5 from 59 reviews. Elliott also has a rating of 4.8 out of 5 from 83 reviews.

What their clients have to say

If you’d like to see what our clients have to say, then you can visit their VouchedFor pages by clicking on their name below. However, for your convenience, we’ve included a small review from each of their pages below their name.

Gareth

“I continue to have confidence in Gareth and his team. We have been with him for over 10 years now. Following the initial setup of our funds we have had regular reviews and on Gareth’s advice have successfully made one or two quite significant changes to the structure and placement of our funds. We are in a stable position at the moment and do not actively plan any changes to our portfolio. However, I believe that Gareth will keep on top of financial trends and if he felt that changes were necessary we could count on his sound advice.”

Elliott

“Elliott gave us very sound and positive advice at every step, taking the time to really understand what we both wanted out of our retirement, and planning accordingly. Some of his advice was truly pivotal in altering our approach to financial planning, and the wrapper system has simplified our finances hugely.”

If you haven’t already, we’d really appreciate it if you could spare 5 minutes to leave a review for both Gareth & Elliott. These reviews are a key tool in the success of our firm. Leaving a review also allows us to know how well we’re doing and to make sure we’re providing you with the very best service.

To leave a review for Gareth please click here.

To leave a review for Elliott please click here.

Thank you to all our team

Gareth & Elliott couldn’t have won this award alone. A huge congratulations also belongs to our all of our team, as every member of the Gem & Co team is dedicated to delivering financial planning with confidence, commitment and clarity. Their ongoing hard work and forever going the extra mile ensures that our clients receive the service they deserve.

For those that may not know the rest of our team members, we have Eamon, our Protection Specialist, Dean our Operations Manager, and Mark, our Paraplanner supported by Ellie our Technical Assistant. Phillipa, Alison and Emma are our Client Relationship Managers and Enza, our Marketing & Finance Manager.

We’d also like to thank all of our clients for trusting us to provide them with a secure financial future.

As well as VouchedFor, we also use Google reviews to monitor the service we’re providing for our clients. This helps us ensure we’re providing the service our clients have come to expect from us. We’d really appreciate it if you could take a few minutes to leave us a Google review, you can leave a review by clicking here.

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