Wellesley’s Harry Morgan rated as a top UK financial adviser

We are delighted to announce that Wellesley Adviser and Chartered Financial Planner Harry Morgan has been listed in VouchedFor’s ‘2020 Guide to the UK’s Top Rated Financial Advisers’. Here, Harry talks about the accolade – and the wider importance of the guide in highlighting why financial advice is for everyone!

I am thrilled to have been named as one of the most trusted advisers in the UK by VouchedFor, the UK’s leading ratings site for financial and legal professionals. Each year, VouchedFor releases a ‘Guide to the UK’s Top Rated Financial Advisers’, which showcases advisers that have received the highest volume of positive client reviews the preceding year.

Of the 1,325 advisers featured in the 2020 guide, I am proud to be the only financial adviser featured in the Mid Sussex area, and one of only 16 in Sussex overall.

The report went out in a recent edition of The Times newspaper – a downloadable version can be found at the bottom of this article.

The 2020 guide

VouchedFor is a free service that helps people find and check financial advisers who have been vetted against strict criteria and rated by clients. I am proud to have a rating of 4.8/5, with 42 positive reviews.

Alex Whitson, Managing Director at VouchedFor, describes the purpose of the annual ‘Guide to the UK’s Top Rated Financial Advisers’:

“The guide aims to help people understand how advice could benefit them and celebrates financial and mortgage advisers who are delivering excellent outcomes for their clients.”

Each adviser in the guide is a fully verified member of VouchedFor, which means that they have checked that we have the necessary permissions to practice, in line with the latest Financial Conduct Authority (FCA) rules. Members also undergo several other checks and ongoing monitoring, for example, our identity, qualifications and client reviews.

 

The importance of advice

While it is fantastic to feature in this list of top UK advisers, the VouchedFor guide represents an issue of wider importance – it plays a vital role in encouraging people to take financial advice!

There are many misconceptions about financial advice, predominantly the belief that you must be a wealthy individual to receive it. However, at Wellesley we believe financial advice is something that everyone can benefit from, as it is about taking the best possible care of you and your family’s financial needs, giving you security for the future.

The VouchedFor guide includes sections about why financial advice is for everyone, protecting yourself against Inheritance Tax (IHT) and even a helpful jargon buster.

In his introduction to the guide, David Prosser says:

“Would you buy a house without consulting a professional solicitor? Or treat a nasty illness without talking to a doctor? When it comes to the serious issues in life, most people depend on experts to help them make the right decisions – and planning the financial future of you and your family should be no different.”

…I couldn’t put it better myself!

Not only that – the statistics in the guide speak for themselves:

  • Only one in ten people have taken regulated financial advice. (Source: FCA, 2018)
  • This means that more than 46 million adults haven’t seen a professional adviser. (Source: FCA, 2018)
  • People taking financial advice over a ten-year period saw their wealth grow by an average of more than £47,000 in subsequent years, compared with non-advised people. (Source: International Longevity Centre)
  • A staggering £5.5 trillion will pass between generations in the UK over the next 30 years (Source: Kings Court Trust)
  • The number of estates on which IHT is payable has almost doubled since 2010, and is expected to double again by 2030. (Source: HMRC)

 

Uncertain times

Prosser also comments on why taking advice is now more important than ever, against a backdrop of global uncertainty. Over the past year alone we have seen market volatility due to Brexit, the US-China trade war, the climate crisis come to a head, and the current coronavirus, which has been wreaking havoc on markets. A financial adviser will provide the guidance, reassurance, support and stability required to help you stay on course to reach your financial goals, while taking a measured view of external events.

 

For more information

I will leave it to Alex Whitson, Managing Director at VouchedFor, to provide the perfect closing statement to this article:

“The evidence is compelling: great financial advice improves lives.”

If you are interested in receiving financial advice and would like more information about my services, please contact me on 01444 244551 or via email at harry.morgan@sjpp.co.uk.

You can download VouchedFor’s ‘2020 Guide to the UK’s Top Rated Financial Advisers’ here, and you can also view a testimonial video of one of my clients here.

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Author: Harry Morgan
Author: Harry MorganAdviser
harry.morgan@sjpp.co.uk