Ingleton-based Storrs Wealth Planning, headed up by IFA Roger Kuhlmann continues to gain recognition for the calibre of its independent financial advice with a second VouchedFor Firm Award.
Established last year, the consumer ratings website VouchedFor awards enable independent financial advisers to have their customers rate them and write testimonials about their experience on the VouchedFor blog. Roger achieved more than 15 positive client reviews on the site.
The awards are judged entirely by the public and their reviews of the service they receive. Roger achieved Top Rated standard which means he is in the top 0.5{afd41c4ab3623e68baffe29f6190c4c16e77cb65ef9a747ad10afe8b083b250d} of advisers in whole of the UK; no mean feat for a small Dales company.
Whilst studying intensively to achieve top level qualifications with the PFS (Personal Finance Society) Roger is also adept at putting his expertise into practice and delivering results for his clients.
Roger said “It’s important to get on the right wavelength for each client to communicate the complexity of financial issues and understand their unique needs. I’m delighted that my clients have acknowledged my help in this and really grateful for all the positive feedback and effort in writing testimonials on the VouchedFor website. It’s rewarding to receive recognition for doing the job well”.
Roger’s ongoing commitment to improving his expertise means that he is currently working on gaining the Society of Trust and Estate Practitioners accreditation to add to his areas of specialism.