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How VouchedFor can help you get more clients

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5 Ways to increase client referrals

Whether you’re just starting out in the industry or have been running a financial advice firm for years, there’s one goal that all financial advisers have in common: growing their client list. But lead generation for financial advisers is often a tricky task, which means growing a client list isn’t always easy. For starters, traditional lead generation techniques don’t cut it in today’s digital world. And in an industry where reputation and credibility are absolutely essential when it comes to winning new business, more often than not, a multi-faceted approach is needed to grow your business and reach the top of your game. So what’s the solution? Well, one tool that 2plan advisers are using to grow their businesses is VouchedFor.

What is VouchedFor?

VouchedFor is a leading financial adviser review site. A ‘reputation site’, it is so much more than just a lead generation platform. Rather, it’s a platform that helps both new advisers and established businesses get high-quality client referrals so they can build up their reputation and win new business. The numbers speak for themselves: two million consumers use VouchedFor each year to both find advisers and check out those that have been recommended to them. 

Lead generation for financial advisers

Additionally, with 1,900 verified members and 120,000+ client reviews, VouchedFor can have a significant impact on lead generation for financial advisers, and as such, is an essential part of the modern advisers lead generation tool kit. In fact, research shows that 83% of clients are more likely to refer someone to their adviser having read the adviser’s VouchedFor reviews – making it a powerful platform that can help advisers to build their reputation, grow trust, and win new business. Read on to discover seven ways VouchedFor can transform your financial advice business…

1. It can help you get referrals

Referrals are everything in this business. After all, if potential clients can see you’re really well rated by your existing clients, they are more likely to refer you. When it comes to financial advice, it’s not just about wowing your clients. It’s about proving to them that you will wow anyone they refer, whilst also showing them how much you appreciate their referrals, too. With VouchedFor, you can request feedback and reviews from every new prospect you meet as well as annually from all of your clients. Armed with your reviews, you can then use VouchedFor’s clever tools to physically present your great client feedback when you meet with new clients and prospects.

That’s not all: you can also use VouchedFor’s referral generator to show your appreciation for referrals, and all the while, VouchedFor’s promotional tools, certificates and badges will help ensure you generate more referrals from your existing clients, too. It’s more than worth the effort – in fact, research shows that 79% of people agree that their adviser’s reviews on VouchedFor mean they would be more confident referring them to a friend.

2. It will make you look good on Google

If someone or something is recommended to you, what’s the first thing you do? You do a Google search to see what comes up. The same goes for financial advisers – and your VouchedFor profile, combined with all your referrals, will work together to help you rank highly and show potential clients your calibre. You can also showcase your VouchedFor reviews on your website using the website widget, so you can shout out about your feedback – and you can also see how many people are googling you and contacting you, too. 100% of people who read an adviser’s VouchedFor review before making contact said the reviews were helpful, whilst one in three new clients say they saw their adviser’s VouchedFor reviews before deciding to become a client – so it really does work!

3. It can help you generate more direct enquiries

Typically speaking, VouchedFor generate a few thousand direct enquiries through its platform each month – and this number increases significantly if you count people who find an adviser on VouchedFor but make contact through the adviser’s website. So, how do you generate more enquiries via VouchedFor? There’s no real secret to upping your chances of getting enquiries – it’s all about using the platform to build a strong profile with lots of high-quality reviews. If you do that, the enquiries will take care of themselves!

4. It will enable you to convert more clients

91% of VouchedFor advisers say their promotional tools such as certificates and badges help to build confidence with prospects and convert them into clients. VouchedFor’s tools, including reports, certificate of excellence and review portfolios, are powerful indicators that show every prospect you meet that you do a brilliant job. As a result of this proven confidence in you, you will be able to convert more meetings and win more clients. In fact, in today’s uncertain climate, VouchedFor’s promotional tools can be invaluable in encouraging prospects to move from ‘consideration’ to ‘client’.

5. It means you can qualify for The Times 2020 Adviser Guide

The VouchedFor Annual Adviser Guide is distributed in The Times and online via the Telegraph. A year-long campaign, it reaches over one million people, and is a fantastic way to get the recognition you deserve. In order to qualify, you simply need to be fully verified by VouchedFor and have received 10 or more client reviews in the past year with an average rating of at least 4.5 stars to feature in the guide as a Top Rated Adviser. In such uncertain times, a place in the guide can make a significant difference when it comes to lead generation for financial advisers.

6. It allows you to constantly improve 

VouchedFor’s data dashboard allows you to see your reputation score, how many people have Googled you and how they found you. These results are truly tangible: via VouchedFor, you can ask every viewer how confident they’d be referring you and if they saw your reviews before becoming a client, which means you can take action based on real evidence. Additionally, the VouchedFor platform also allows you to see how you compare with others in the area and discover ways to improve your profile – so you can see just how much of an impact your VouchedFor profile is having and stay one step ahead of the game.

7. You can choose the right features for you

VouchedFor are releasing new features all the time, which means that you can choose from a selection of powerful tools and select the right ones to help grow your business. VouchedFor’s Member Coach team are also on hand to offer demos and screen sharing calls to show advisers exactly how different features and functionalities work. These demos are tailored to each individual adviser, meaning each VouchedFor adviser is equipped with all the knowledge and tools they need to use VouchedFor to the best of their ability to grow their business.

What’s included in the 2plan deal?

As part of the 2plan VouchedFor deal, 2plan advisers get:

  • VouchedFor Member Coach support
  • Tips on how VouchedFor works that are tailored to each adviser
  • A VouchedFor verified profile for each adviser built by VouchedFor
  • The ability to build unlimited verified reviews
  • The use of adviser and firm-level reputation tools e.g. certificates of excellence, ratings widgets, review portfolios, competitive fee certificates and referral generator emails
  • The chance to qualify as a ‘Top Rated Adviser’ in the 2020 Guide To The UK’s Top Rated Financial Advisers, as featured in The Times and on
  • Ability to receive up to five enquiries through VouchedFor per quarter per adviser at no extra charge 
  • Your first year of Verified membership is paid for by 2plan

Ready to take your lead generation to the next level?

VouchedFor is suitable for advisers at every stage of their journey, whether you are a new adviser looking to build up as many clients as possible or are an established adviser looking for high-quality referrals. If it is used right, your VouchedFor membership will help all of your marketing be more effective by showing that you do a brilliant job for your clients, therefore building confidence at every touchpoint. 

This means that the people who see your marketing will want to find out more – and thanks to your strengthened online presence and high-quality referrals, these enquiries will then be converted into a meeting and, eventually, a client who will go on to refer you to others. For more information on VouchedFor and advice on lead generation for financial advisers, contact one of our team today. 

Lead generation for financial advisers

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Background: Recruit UK Limited understands that your privacy is important to you and that you care about how your personal data is used. We respect and value the privacy of all our customers and will only collect and use personal data in ways that are described here, and in a way, that is consistent with our obligations and your rights under the law.

1. What Does This Notice Cover?

This Privacy Information explains how we use your personal data: How it is collected, how it is held, and how it is processed. It also explains your rights under the law relating to your personal data.

2. What is Personal Data?

Personal data is defined by the General Data Protection Regulation (EU Regulation 2016/679) (the “GDPR”) as ‘any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier’. Personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.

3. What Are My Rights?

Under the GDPR, you have the following rights, which we will always work to uphold:

a) The right to be informed about our collection and use of your personal data. This Privacy Notice should tell you everything you need to know, but you can always contact us to find out more or to ask any questions.

b) The right to access the personal data we hold about you.
c) The right to have your personal data rectified if any of your personal data held by us is inaccurate or incomplete.
d) The right to be forgotten, i.e. the right to ask us to delete or otherwise dispose of any of your personal data that we have.
e) The right to restrict (i.e. prevent) the processing of your personal data.
f) The right to object to us using your personal data for a particular purpose or purposes.

g) The right to data portability: This means that if you have provided personal data to us directly, we are using it with your consent or for the performance of a contract, and that data is processed using automated means. You can ask us for a copy of that personal data to re-use with another service or business in many cases.

h) Rights relating to automated decision-making and profiling: We do not use your personal data in this way

i) For more information about our use of your personal data or exercising your rights as outlined above. Further information about your rights can also be obtained from the Information Commissioner’s Office or your local Citizens Advice Bureau. If you have any cause for complaint about our use of your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office.

4. What Personal Data Do We Collect?

We may collect some or all the following personal data (this may vary according to your relationship with us):

  • Name;
  • Address;
  • Email address;
  • Telephone number;
  • Business name;
  • Job title;
  • Profession;
  • Information about your preferences and interests

5. How Do You Use My Personal Data?

Under the GDPR, we must always have a lawful basis for using personal data. This may be because the data is necessary for our performance of a contract with you, because you have consented to our use of your personal data, or because it is in our legitimate business interests to use it. Your personal data will be used for or may be used for one of the following purposes:

  • Providing and managing your account.
  • Supplying our services to you. Your personal details are required in order for us to enter into a contract with you.
  • Personalising and tailoring our services for you.
  • Communicating with you. This may include responding to emails or calls from you.
  • Supplying you with information by email and/or post that you have opted-in to (you may unsubscribe or opt-out at any time by emailing [email protected].

With your permission and/or where permitted by law, we may also use your personal data for marketing purposes, which may include contacting you by email and/or telephone and /or text message and/or post with information, news, and offers on our services. We will always work to fully protect your rights and comply with our obligations under the GDPR and the Privacy and Electronic Communications (EC Directive) Regulations 2003, and you will always have the opportunity to opt out.

6. How Long Will You Keep My Personal Data?

Due to the nature of recruitment, a significant number of candidates reconnect with our organisation periodically. It is not uncommon for this to occur years after we have placed them in a role. For this reason, your consent includes explicit consent to retain your personal details until you wish us to delete your records from our database or refrain from further engagement.

7. How and Where Do You Store or Transfer My Personal Data?

We will only store or transfer your personal data in the UK or elsewhere in the EU. This means that it will be fully protected under the GDPR.

  • We store all data in specific company applications unique to us
  • All application access is via secure password or biometric control
  • In line with our Data Retention Policy, your data is deleted once

a) we no longer have a relevant use for it
b) it has passed the relevant expiry date

8. Do You Share My Personal Data?

We will not share any of your personal data with any third parties for any purposes, subject to one important exception. In some limited circumstances, we may be legally required to share certain personal data, which
might include yours, if we are involved in legal proceedings or complying with legal obligations, a court order, or the instructions of a government authority.

If any of your personal data is required by a third party, as described above, we will take steps to ensure that your personal data is handled safely, securely, and in accordance with your rights, our obligations, and the third party’s obligations under the law.

9. How Can I Access My Personal Data?

If you want to know what personal data we have about you, you can ask us for details of that personal data and for a copy of it (where any such personal data is held). This is known as a “subject access request”.All subject access requests should be made in writing and sent to the email or postal addresses shown below.

There is not normally any charge for a subject access request. If your request is ‘manifestly unfounded or excessive’ (for example, if you make repetitive requests) a fee may be charged to cover our administrative costs in responding.

We will respond to your subject access request within 14 days and, in any case, not more than one month of receiving it. Normally, we aim to provide a complete response, including a copy of your personal data within that time. In some cases, however, particularly if your request is more complex, more time may be required up to a maximum of three months from the date we receive your request.

You will be kept fully informed of our progress.

10. Contact details

Contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
Newminster House
27-29 Baldwin Street

11. Complaints procedure

If you have a complaint about the way your data is stored or handled by Recruit UK Limited, please
contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
Newminster House
27-29 Baldwin Street

Escalated Complaints
If you remain unhappy with the handling of your data, you can complain to the ICO.
Information Commissioner’s Office
Wycliffe House
Water Lane

12. Changes to this Privacy Notice
We may change this Privacy Notice from time to time. This may be necessary, for example, if the law
changes, or if we change our business in a way that affects personal data protection.
Any changes will be made available on our website


Inclusivity and fairness are of paramount importance to us. Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. We will further develop our business culture to encourage, value and manage that belief. 

We intend to eliminate discrimination and encourage diversity amongst our workforce. Our aim is that our employees will be truly representative of all sections of society and each person feels respected and able to give their best.

Our policy purpose:

Not unlawfully discriminate because of the Equality Act 2010 protected characteristics of:

  • age
  • disability
  • gender reassignment
  • marriage or civil partnership
  • pregnancy and maternity
  • race (including colour, nationality, and ethnic or national origin)
  • religion or belief
  • sex
  • sexual orientation


Oppose and avoid all forms of unlawful discrimination. This includes:

  • pay and benefits
  • terms and conditions of employment
  • dealing with grievances and discipline
  • dismissal
  • redundancy
  • leave for parents
  • requests for flexible working
  • selection for employment, promotion, training or other developmental opportunities


Who is responsible for equal opportunities?

Achieving an equal opportunities workplace is a collective task shared between the employer and all its staff. This policy and the rules contained in it, therefore, apply to all staff of the employer irrespective of seniority, tenure and working house, including all employees, directors,

consultants, trainees, homeworkers and fixed-term staff and any volunteers or interns (referred to as staff).

All staff have a personal responsibility to ensure compliance with this policy, to always treat colleagues with dignity, and not to discriminate against or harass other members of staff, visitors, clients, customers, suppliers and former Recruit UK, employees.

Managers and Directors must take all necessary steps to:

  • Promote the objective of equal opportunities and the values set out in this policy.
  • Ensure that their own behaviour and those of the staff then manage complies in full with this policy;
  • Ensure that any complaints of discrimination, victimisation, or harassment (including against themselves) are dealt with appropriately and are not suppressed or disregarded.

Our Commitments

  1. Encourage equality, diversity and inclusion in the workplace.

  2. Create a working environment free of bullying, harassment, victimisation, and unlawful discrimination, promoting dignity and respect for all, and where individual differences and the contributions of all staff are recognised and valued.

    This commitment includes training managers and all other employees about their rights and responsibilities under the equality, diversity, and inclusion policy. Responsibilities include staff conducting themselves to help the organisation provide equal opportunities in employment, and prevent bullying, harassment, victimisation, and unlawful discrimination.

    All staff should understand they, as well as their employer, can be held liable for acts of bullying, harassment, victimisation, and unlawful discrimination, in the course of their employment, against fellow employees, customers, suppliers and the public.

  3. Take seriously complaints of bullying, harassment, victimisation and unlawful discrimination by fellow employees, customers, suppliers, visitors, the public and any others during the organisation’s work activities.

    Such acts will be dealt with as misconduct under the organisation’s grievance and/or disciplinary procedures, and appropriate action will be taken. Particularly serious complaints could amount to gross misconduct and lead to dismissal without notice.

    Further, sexual harassment may amount to both an employment rights matter and a criminal matter, such as in sexual assault allegations. In addition, harassment under the Protection from Harassment Act 1997 – which is not limited to circumstances where harassment relates to a protected characteristic – is a criminal offence.

  4. Make opportunities for training, development, and progress available to all staff, who will be helped and encouraged to develop their full potential, so their talents and resources can be fully utilised to maximise the efficiency of the organisation.

  5. Review employment practices and procedures when necessary to ensure fairness, and also update them and the policy to take account of changes in the law.

  6. Monitor the make-up of the workforce regarding information such as age, sex, ethnic background, sexual orientation, religion or belief, and disability in encouraging equality, diversity and inclusion, and in meeting the aims and commitments set out in the equality, diversity and inclusion policy.

    Monitoring will also include assessing how the equality, diversity and inclusion policy, and any supporting action plan, are working in practice, reviewing them annually, and considering and taking action to address any issues.

Agreement to follow this policy

The equality, diversity and inclusion policy is fully supported by senior management at Recruit UK.

Details of Recruit UK’s grievance and disciplinary policies and procedures can be found in the employee’s handbook. This includes with whom an employee should raise a grievance – usually their line manager.

Use of the organisation’s grievance or disciplinary procedures does not affect an employee’s right to make a claim to an employment tribunal within three months of the alleged discrimination.

Achieve your career goals

Once you have the knowledge, soft skills, practical skills, and qualifications needed for pursuing a career in Financial Planning, we will provide you with guidance toward a suitable path to follow to achieve your career goals.
You can confidently apply for job opportunities with a high-quality CV knowing exactly where you sit within the market with inside intel about salary expectations, buzzwords for specific leading firms and referrals from experts you will meet along the way. You will also have the opportunity to utilize the Financial Planner Life recruitment services, giving you further specialized advice and putting you forward for roles which align with your intrinsic values and career goals.
Don’t put it on hold, join the community today and discover your potential.

Discover your path.

We understand that there isn’t a one size fits all approach to a career in financial planning, which is why we are here to make sure that you’re taking the right route into the profession.
We’ve calmed the process down so you can stay within your current company, start studying towards your qualifications and begin to get a real understanding of what the landscape of financial planning looks like in respect of your career.
Whether you have aspirations of being an employed adviser, running your own business or doing a more back-office focused role such as compliance, we can help guide and support you down the right path, matching your experience, your network and your intrinsic values.

Uncover your potential.

It starts with taking your qualifications and what we do within the community is support you to pass your qualifications first time. The Financial Planner Life community is all about supporting people’s different learning styles and taking into consideration life’s commitments such as finances, family and existing employment.
We believe in offering a personalised learning experience, which is why our program includes study support for industry-recognised exams. Our aim is to ensure that you are well-prepared to pass exams such as the CII-regulated diploma in financial advice, the CII Certificate in Mortgage Advice and the CII Certificate in Paraplanning.
Train to become a financial planner with the use of online resources, networking within the community with well-established professionals as well as frequent webinars and Q&As with Sam Oakes and industry-leading professional guests.
[Download the full academy prospectus here]

Connect with the Community

Welcome to the Financial Planner Life Academy where well-being, honesty and transparency are at the heart of what we do.
We’re here to support you on your journey into a career within the financial planning profession. Whether that’s administration, paraplanning, financial advice or even mortgage advice. Our expert trainers and community will support and educate you and train you to A, pass your qualifications and B, make the right decision about your first employment in the financial planning profession.
It could be going down the route of being restricted, or becoming an IFA, you may even have aspirations of running your own business! But what does that look like?
We understand that from the outside looking in, it can be daunting to find the correct route into the profession to become a financial planner. The Financial Planner Life Academy is completely independent, allowing you to connect with hundreds of financial planning professionals with different backgrounds, at all levels of experience.
You will learn all about the different options you can take, mentored by a diverse mix of professionals so you are equipped with the essential toolkit to be able to make an informed decision about your career path within financial planning.

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