High House Wealth Management is very proud to report that Sterling member, Simon Baldwin has appeared in the 2024 Top Rated Adviser Guide published by The Times in March – for the third year running!
VouchedFor ratings are based entirely on verified feedback taken directly from clients and prospective clients. To qualify, individuals needed to obtain at least 10 reviews during the year, obtaining an average rating of 4.5 or higher. However, Simon has truly put client feedback at the heart of his service offering and over the last three years he has collated a staggering 145 reviews with an average rating of 4.9.
Simon said, “I am incredibly excited to be appearing in the VouchedFor Top Rated Adviser Guide for the third consecutive year and a huge thank you goes to my wonderful clients who took the time to write such amazing reviews – I’m extremely honoured to be helping them with their life planning”.
Take a look at Simon’s reviews here: www.vouchedfor.co.uk/financial-advisor-ifa/bromsgrove/031367-simon-baldwin
Simon has been providing invaluable advice and support for business owners for over 25 years, with the sole aim of helping them thrive in today’s complex and competitive landscape. Simon has reached the prestigious Chartered Financial Planner status too as part of his commitment to providing invaluable financial advice.
Simon’s role as a financial planner is to help clients see the bigger picture – right across everything, both at home and at work – and to help clients visualise their financial future.
He advises business owners on everything from effective tax strategy to agile cash-flow management, pensions, and protection schemes, and planning for successful exit strategies when the time is right.
Seeking financial advice is a big step and it is always recommended you have an initial meeting to make sure your adviser is a right fit for you. Contact Simon today for a non-obligation chat to see what he can do to help you and your business.
Call us on 0121 405 0429 or visit www.highhousewealth.co.uk/contact to arrange a call.
High House Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority.
