John Surgenor named a 2021 Top Rated planner

Category: News

We’re delighted that our Chartered Financial Planner John Surgenor, has qualified for the 2021 VouchedFor Top Rated guide, distributed in The Times on Saturday 10th April.

For those of you who have not heard of VouchedFor, allow us to explain. This will also further demonstrate why we’re so proud of John.

VouchedFor is an online review website created especially for financial services. The website allows clients to leave reviews for their financial planner. Planners are scored out of 5 stars on three key criteria: service, value and advice given.

The website then creates an overall score for each planner, letting them, and potential clients, know what their current clients think. This helps potential clients know whether a planner would be the right match for them. It also allows planners to know what clients think and where they can improve.

Only the best of the best in financial planning can qualify as a VouchedFor Top Rated planner. John has earned it!

Hard work recognised

We couldn’t be prouder of this acknowledgement for his hard work. This award is fantastic recognition for the service he provides for our clients, using every bit of knowledge gained with over 30 years of experience.

Whilst John works with a wide range of clients, he specialises in advising people who are planning for retirement, already retired, business owners and people going through a divorce.

At Barrington Hamilton, we’ll provide you with a comprehensive financial plan to help you achieve what you want in retirement. Our focus is ‘Return on Life’ not just ‘Return on Investment’, using you assets to get the best lives possible.

Whether you want to make the most of the opportunities that owning a business can have, or need expert advice and empathetic, detailed support at a time when you need it the most, John will help.

As evidence of what a fantastic job John has done, simply read the review below:

“Our pensions were in a state of inertia and we were confused as to how to move forward. John gave us a completely new perspective on how to approach our retirement savings. This has given us the confidence to take meaningful steps towards our targets, which we previously feared were unattainable. We received clear, straightforward advice with a simple solution.”

If you haven’t already, we’d really appreciate it if you could spend 5 minutes to leave a review for John. 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, to make sure we’re providing you with the very best service. To leave a review please click here.

Thank you to all of our team

As brilliant as John is, he would not have been able to qualify alone. This is why we’d like to thank all the members of our brilliant team here at Barrington Hamilton, especially Anna.

Anna supports the team by undertaking technical research and drafting recommendation reports. These explain the suitability of the advice being given and for highlighting future issues for clients to consider.

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 to ensure we’re providing the best service we can to our clients. 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.

If you’re looking to begin planning your retirement, or you are already retired and need a proper financial plan please get in touch to see how we can help.