VouchedFor review request package

We believe that being included in VouchedFor’s top-rated guide provides valuable social proof to help you build your business.

You can qualify:

As an individual financial adviser, mortgage adviser or (for the first time) protection adviser
As a top-rated firm
Both

To qualify as an individual adviser, you need:

A minimum of 10 reviews between 1^st January 2020 and 31^st January 2021 with an average rating of 4.5/5
An all-time rating of 4.5/5
To be a verified member of VouchedFor, which means you’ve passed their checks

To qualify as a firm, you need:

To invite 100% of your firm’s clients to review you on VouchedFor (there are some sensible exemptions to this rule, including clients who don’t have an email address, which can be found in the first of the FAQs on this page)
Pledge to invite all future clients to leave a review
To show your clients are engaged by ensuring at least 20% of your clients respond to your review request
To achieve an all-time rating for your firm of 4.5/5 or higher
Either a minimum of 100 reviews as a firm or a minimum of 25 reviews per adviser

Our VouchedFor review request package will help you and your firm qualify.

The package includes:

Agreeing with you the wording of the review request email
Bespoke email messages for multi adviser firms
Sending an initial request to your clients
Sending a reminder request
Reporting back on the number of reviews received

The cost of that service is:

	Yardstick Members (firms who take our blog and newsletter package)	Non-Yardstick Members
Sole adviser firms	£168	£368
Multi adviser firms	£168 plus £56 per additional adviser	£368 plus £56 per additional adviser

Place your order

Please complete the following form:

Hear from our clients

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Ian Else

Founder & Financial Planner, 4 Financial Planning

"The brand, logo and website has hit the brief perfectly and I couldn’t be happier! I wouldn’t hesitate to recommend them.”

Heather Hopkins

Managing Director, NextWealth

"They were a delight to work with – super responsive to our requests and also brought lots of good ideas to the table."

Rob Gill

Managing Director, Altura Mortgage Finance

"Best of all, their results driven approach is both refreshing and helping us achieve real goals. Thank you Yardstick!”

Tom Orchard

Director and Financial Planner, Annetts & Orchard

"I’m a big Yardstick fan now and look forward to working with them on future projects."

Alasdair Walker

Managing Director, Handford Aitkenhead & Walker

"We have felt like collaborators, rather than customers, and feel like Phil and his team has a vested interest in our marketing success that far exceeds his fee.”

ENDA BRADY

Financial Planner, IQ Financial

We were lucky to be referred to Yardstick last year. We are delighted we hired them. They have specialist knowledge designed specially to help Financial Planning businesses like ours.

JAYNE GRAVES

Head of Marketing, Ellis Bates Financial Advisers

Phil's style is informed, humorous and collaborative. The content is punchy, relevant, a go-to guide on how to create more recommendations and prompts action with no exceptions. Great workshop.

LLOYD FRENCH

Financial Planner and Founder, Delaunay Wealth

I am absolutely delighted with all the work the Yardstick team has done for us and am very excited about how this will drive our new business/client acquisition in future. I would highly recommend them to any financial planning firm that takes their business seriously.

JASON MCCONKEY

Director and Financial Planner, Insight Wealth

Great to work with a good professional outfit that had provided us direction and clear thinking in marketing our business effectively to obtain quality new clients.

GUY SKINNER

Director & Financial Planner, Citygate Financial Planning

A thorough and excellent service. Phil and his team know exactly what to do, how to do it and when to do it. We very much look forward to working together more in the future.

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