March 18, 2023

We’re Top Rated in 2023!

In March, VouchedFor released its Top Rated Guide for 2023, and we’re thrilled that Willow Tree Financial Services qualified as a Top Rated Firm!

The guide, distributed by The Times, identifies, and celebrates the UK’s best financial advice firms, all based on client feedback.

To be included in the guide is an incredible honour; only 103 firms qualified throughout the UK.

Not only have we qualified as a Top Rated Firm, but we’re proud to announce that Rachael has been included as a Top Rated Adviser.

VouchedFor is an online system created to review Financial Advisers, similar to what Tripadvisor offers to travellers.

This accomplishment wouldn’t be possible without the wonderful reviews left by our lovely clients. We would like to take a moment to thank you for trusting us with your finances and permitting us to help you meet your short and long-term goals.

For those of you who have taking the time to leave us a review, we’d like to express our gratitude, you are the reason we have been featured in this year’s VouchedFor Top Rated Guide.

If you’d like to leave us a review, please feel free to do so, by clicking here. We would be delighted to hear your thoughts, and the process takes less than 10 minutes.

What are our clients saying?

Rachael has a score of 4.9/5 from 44 reviews. One client said:

“There is no one else I would trust more than Rachael when it comes to getting good honest financial advice. Rachael is so helpful, extremely knowledgeable and very approachable.”

We would like to thank all of our clients in advance for taking the time to leave us a review. Not only does it help others find a financial adviser that matches their needs, but it also gives Rachael and the rest of the Willow Tree team a massive boost!

Without the hard work and commitment of every single team member, we wouldn’t have been able to gain this incredible piece of recognition. We are excited to continue providing a high level of service, which is what our clients expect of us.

If you are looking to for a mortgage and/or a financial adviser to help you with your investments and retirement plans, and think you’d benefit from working with a Top Rated adviser, please get in touch today.

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