Financial Advisers - Verified Membership

Verified Membership helps you build and showcase your reputation.

Here's what you get:

  • A fully verified VouchedFor profile listing your qualifications, services, location, firm information and your independently verified client reviews
  • Stronger Google presence - someone searching for you can easily find your VouchedFor profile and read the great things your clients have to say!
  • Use of Referral Generator - to invite clients who have previously reviewed you to refer friends or family to you
  • Reputation tools that build confidence at every interaction - including Certificates (subject to qualification), Fee Reports, Ratings Widgets, Social Share Tool, Email Signatures and Review Portfolios
  • Appearing as a “Top Rated” Adviser in VouchedFor’s annual “Top Rated” Guide in national news titles such as The Times (subject to qualification) 

How it works:

Step 1: Invite your clients to leave a review. You need at least 2 reviews before your profile is activated, but, the more the merrier! 

Step 2: Start using all your reputation tools to build confidence with prospects and clients. 

Step 3: Measure your success through your dashboard.

Step 4: Qualify for our Top Rated Guide and keep building your profile by regularly inviting reviews.

Subscription fee

This is £45+VAT per month.

Enquiry limits

The Verified membership also includes the ability to receive a capped number of enquiries directly through VouchedFor every quarter at no extra charge. Importantly, these are not guaranteed. The Verified membership is designed to deliver value even if you don't receive any direct enquiries through VouchedFor. 

Your enquiry cap is determined by your minimum wealth level.

If you deal only with financial advice enquiries (excluding mortgages), the enquiry limits are as follows:

  • Any level of wealth: 5 enquiries per quarter
  • £50k minimum: 4 enquiries per quarter
  • £100k minimum: 3 enquiries per quarter
  • £250k minimum: 2 enquiries per quarter
  • £500k minimum: 1 enquiry per quarter

If you accept mortgage enquiries, the enquiry limits are as follows:

  • Any level of wealth: 6 enquiries per quarter
  • £50k minimum: 5 enquiries per quarter
  • £100k minimum: 4 enquiries per quarter
  • £250k minimum: 3 enquiries per quarter
  • £500k minimum: 2 enquiries per quarter

If you accept both financial advice and mortgage advice enquiries:

  • Advisers can choose different wealth levels for financial advice and mortgage advice. If the financial advice wealth level is different to the mortgage advice wealth level, your quota will be the higher of the two options. (E.g. advice wealth level is £50k, mortgage wealth level £250k = 4/qtr)

When you change your wealth criteria mid-quarter, your enquiry limit will be updated in the next quarter.

For information about our other membership levels or if you have any questions please contact us at customer_support@vouchedfor.co.uk

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