Recognised as a VouchedFor 2025 Top Rated Firm – for the Second Year in a Row!

We are thrilled to share some exciting news! We’ve been recognised as a VouchedFor 2025 Top Rated Firm with six Top Rated Advisers, and we’ve been featured in The Times today!

This marks the second year in a row that we’ve received this recognition. We couldn’t have done it without the incredible support of our clients and we are extremely grateful for the trust they continue to place in us.

The guide, featured in The Times, and The Telegraph, celebrates the UK’s highest-rated financial advice firms. This accreditation is 100% based on verified client feedback, ensuring that only firms with consistently high ratings across advice, service, and value receive this recognition.

To be included in this guide is an honour, as only two firms from Northern Ireland qualified. We’re delighted not only to have met the criteria but also to be recognised as one of Belfast’s top-rated independent firms, alongside just one other.

Being named a Top Rated Firm for the second consecutive year is an achievement we are incredibly proud of, and it reflects the dedication and commitment of our entire team – advisers, paraplanners, marketing, and client support – all working together to provide the very best service to our clients.

Not only have we qualified as a Top Rated Firm, but we are thrilled that all six of our financial planners – Jonathan Scott, Johanna Rooney, Trevor Johnston, Philip Andrews, Will Clow, and Michael Geddis – have been recognised as Top Rated Advisers. To be included is a fantastic moment of recognition for them and everything they do to support our clients.

Above all, this achievement belongs to our clients. Their feedback, trust, and ongoing support have made this possible, and we are incredibly thankful.

Here’s what some of our clients have said about their experience with us. Currently, we have 300 verified reviews on VouchedFor.

“Johanna was insightful, well prepared and genuinely interested in our situation. She was extremely well-informed and took the time to explore various scenarios of our particular financial situation. I felt that we could trust Johanna and that the information we received prepared us for all and any eventualities. We left PFP much more confident and well informed about our future.” Client of Johanna

“We recently had our annual review with Trevor Johnston in relation to our retirement investments. Trevor is very knowledgeable and explains things in a way you can understand and very much puts you at ease. Overall, it was positive experience, and we are very happy that he is advising us with our investments.” Client of Trevor Johnston

“Philip was able to provide a detailed and ‘easy-to-follow’ summary of my options. My retirement plan is now in a much more advanced place, thanks to Philip. I totally recommend this company and service for friendly, detailed, independent advice and guidance!” Client of Philip Andrews

“I have gone from knowing nothing about my pensions to now having a full understanding of my entitlements. Will’s explanation of how pensions work was done in such a way that I was able to follow and grasp all that he was pointing out and I left the meeting feeling very positive. Will has a very friendly manner along with an extensive knowledge of financial matters, he not only put me at ease but ensured that I fully understood everything before I left the meeting.” Client of Will Clow

“Michael was clear and honest in his advice.  As someone not familiar with investing, he explained everything fully and I found that any questions were well received. His knowledge was evident throughout and took the time to listen and understand my position. I’d certainly recommend him for impartial advice.” Client of Michael Geddis

“Jonathan instils confidence in his professional expertise.  He is patient with his advice and takes time to explain the complexities. He also has time for a chat, to take an interest in us, as people as well as clients.” Client of Jonathan Scott

Finally, thank you to our entire team – this achievement wouldn’t be possible without their dedication, expertise, and commitment to helping our clients achieve their financial goals.

We’re excited to build on this success in the year ahead and continue guiding our clients on their financial journeys.