Financial Advisers - Unlimited

Unlimited membership helps you build and showcase your reputation and win new business.

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)
  • No cap on the number of enquiries you are able to receive directly through VouchedFor.

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: Maximise your enquiry to client conversion rate with our tips on initial emails and phone calls.

Step 3: Measure your success through your dashboard.

Step 4: Continue to build on your profile by regularly inviting reviews. 

Subscription fee:

This is £45+VAT per month.

Enquiry fees (unlike on our Verified membership, you pay for each enquiry you receive on Unlimited)

The amount you pay for each enquiry varies by service type and your minimum wealth criteria. Please see a breakdown below.

All enquiries except mortgages, equity release and insurance and protection:

Minimum Wealth Level : Price(excluding VAT) 

  • Any Level: £67.50 
  • Over £50k: £120 
  • Over £100k: £180 
  • Over £250k: £225 
  • Over £500k: £300 

Mortgage enquiries are priced based on the minimum mortgage level on your VouchedFor profile:

Minimum Mortgage Level : Price (excluding VAT) 

  • Any Level: £45 
  • Over £50k: £67.50 
  • Over £100k: £90 
  • Over £250k: £112.50 
  • Over £500k: £135 

Equity Release enquiries are priced based on the minimum mortgage level on your VouchedFor profile and whether they have been qualified by a member of the team:

Qualified equity release enquiries:

Minimum Mortgage Level : Price (excluding VAT)  

  • Any Level: £45  
  • Over £50k: £67.50  
  • Over £100k: £90  
  • Over £250k: £112.50  
  • Over £500k: £135 

Equity release enquiries that have not been qualified:

Minimum Mortgage Level : Price (excluding VAT)  

  • Any Level: £30  
  • Over £50k: £45
  • Over £100k: £60
  • Over £250k: £75  
  • Over £500k: £90 

Insurance and Protection enquiries:

  • All wealth levels: £75 

All prices exclude VAT.

You can upgrade to the Unlimited membership by speaking to a member of our team on 0203 111 0580, or you can email us at customer_service@vouchedfor.co.uk.

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