2 easy ways you can help us to showcase the value of financial advice

Since Depledge Strategic Wealth Management Ltd opened its doors to advising clients in 2014 we have attracted over 200 new family groups who have come to rely on our services.

A large proportion of new clients have been referred from our existing clients. Word-of-mouth referrals are extremely important to us, as we want to ensure the friends, family and colleagues that you refer to us receive the same high level of service and advice that you’re used to.

Nielsen report that 92% of people trust recommendations from friends and family more than advertising. And, an AdWeek survey found that 74% of people identify word of mouth as a key influence in their ‘buying’ decision.

Over the last six years, we have said ‘thank you’ for these referrals with gift vouchers or charitable donations which has now amounted to more than £2,000.

With research having concluded that there are tangible benefits of financial advice, there are two very simple ways that you can help us to use your own experience to benefit others.

How you can help us to share the benefits of financial advice

It is very interesting that US academic research has concluded that many more people across the world would benefit from taking regulated financial advice in this era of high taxation, political and media confusion and volatile markets.

However, many people do not realise that they would benefit. And, those who do often don’t know where to turn for quality advice that offers value for money.  

We have previously looked at both the financial and emotional value of financial advice. As well as the peace of mind and the expertise that you get from a financial planner, research has found that there is also a tangible financial benefit to seeking advice.

One of the main ways that we can demonstrate the value of financial planning to the wider world is through the testimonials and reviews we receive from clients.

When our clients share their positive experiences about what financial planning has enabled them to do, and how it has helped them to live the life they want, it allows everyone to understand the benefits of such advice.

This is where we would like to thank those clients who have made a referral to us or have written a positive review of our services. We now have 33 client reviews on Google and 177 client reviews on VouchedFor (which is like Rated People for professional advice firms).

There are several reasons why these reviews are so important to us:

If you are able to boost our online reviews, it would be much appreciated. It only takes a couple of minutes, and you can do it by clicking this link.

The best advocates of our advice and services are the people who have appointed us to act for them. This is why your reviews are so important, as it helps those who are navigating the maze of financial services to avoid rogue organisations and unregulated activities.

If you do have any colleagues, friends or family who you feel may benefit from a no-fee hour-long consultation with one of our advisers, then please encourage them to get in touch. They can email us at info@depledgeswm.com or call (0161) 8080200.

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