What does it mean to be a VouchedFor Top Rated Financial Adviser?

Last weekend, VouchedFor released an excellent guide, distributed by The Times, providing a broad view of why financial advisers should have a role in your life and what that may look like.

It covered some detailed topics around the different types of advice you should seek, what style of adviser might suit you and the importance of understanding this industry. Taking advice is about the journey not just a destination, and our profession is well-suited to supporting their clients on that journey.

Here at William Highbourne Wealth Management, we were delighted that all four of our Wealth Managers appeared in the listings, showing the level of confidence we give to our clients.

Why? Our listing came about because of the feedback and rating our clients gave us, and for that we are grateful.

So, in the eyes of our clients, what does make us top rated? What does success look like?

We recognise that although our financial expertise and knowledge goes a long way to supporting our clients meeting their goals, it is not just about handling investments, but more about building trust, providing strategic advice and helping our clients navigate through the challenges that secures their financial future.

Here is a spotlight on a few important areas we consider:

Building trusted long-term relationships is about ensuring that our clients feel confident in understanding what their needs are, communicating this through a consistent and transparent relationship.  Being empathetic to our clients’ circumstances and approachable helps build those strong relationships.

Providing a deep knowledge and expertise around areas like investment strategies, tax planning and estate planning offers access for our clients to clear guidance on what they need to do.  The financial landscape is complex and so having your wealth manager alongside helps you steer through both smooth and stormy waters.

Understanding the client’s goals and tolerance to risk is always going to be key to achieving their financial aims.  It allows your wealth manager to develop with you a financial strategy to make sure you are on target and comfortable on this journey. This takes a strong level of communication, something we deem essential in establishing a client adviser relationship.

Adaptability and continuous learning are something our clients expect from our profession and so making sure we keep up to date with new regulations, investment opportunities and markets, means our clients are receiving the very best our industry has to offer.

Being a successful “top rated” wealth manager is more than just numbers and investments. It requires emotional intelligence and a deep understanding of our clients’ circumstances.  This way we can build lasting relationships with clients, focusing on their goals and making sure they stay on track.

If you know someone who would benefit from talking with one of our Wealth Managers, please look at our website at www.williamhighbourne.com or email us at info@williamhighbourne.com.