Profile

Adding your Consumer Duty Alliance badge

If you are a member of the Consumer Duty Alliance, you can showcase this on your VouchedFor profile. It appears under the "Qualifications" tab (which includes qualifications, accreditations, and memb…

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Adviser Code of Conduct

Code of Conduct When using the VouchedFor service as a Professional, you agree to: Respond to enquiries promptly (within one business day).. Be courteous, honest, helpful, welcoming and respectfu l.…

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Why don't I show up in search listings?

If you do not appear in search listings at all, it is most likely to be due to the following: . Starter Membership. You are currently on a starter membership, which means that you have a free profile…

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How do I upload a photo?

Simple step by step guide in uploading a photo on VouchedFor. Your photo is important as it enables customers to put a name to the face and, for a lot of customers it is the first impression that the…

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Adding your services

Guidance on selecting services on your VouchedFor profile. Any service you select for your VouchedFor profile will let consumers know this is a service you can help with. You should only select servi…

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5 VouchedFor Myths....Busted

A response to some prevailing misconceptions about VouchedFor. Written by Alex Whitson Hopefully you saw our article outlining how the FCA and other influential bodies need to challenge VouchedFor an…

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Adding Your Fees to VouchedFor

You can add your fees to your VouchedFor profile, to provide prospective clients with an idea of how much you typically charge and build their confidence in becoming a client. To do this, login to yo…

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Advanced Qualifications

As part of our mission to build public trust in financial advice, we have added the ability for consumers to filter their search for advanced qualifications. How do I add advanced qualifications? You…

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Can I change my firm name and email?

Moving firm? Get in touch with us and we can change your details. Changing firm details. When performing our checks, we verify the firm name and email addresses of professionals registered with Vouch…

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Can I have multiple addresses?

Do you have multiple addresses? See how our system works with addresses. VouchedFor understands that certain professionals have multiple offices around the UK. For the moment you can only appear in t…

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Changes to our search algorithm - October 2019

What has changed, and why? . Previously, our default search results were ranked based upon an adviser’s distance from the searched location, and the total number of reviews they have. . Advisers and…

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Comparing Your Fees on VouchedFor - FAQs

Q: What is the Fee Insights tab?. The Fee Insights tab shows you how your own fees compare to the fees that other advisers have added to their VouchedFor profile. .. Q: What is the Fee Report?. The F…

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How can I raise a technical issue?

Have you spotted a technical issue with your profile or the website? Let us know and we would attend to it as quickly as possible! When raising an issue on VouchedFor, we believe that open, honest, a…

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How to add your qualifications

As a Verified member, you can upload your qualifications to your profile. Clients and prospects can then click to view your qualifications when they are researching your profile. How to add your qual…

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How to write the perfect ‘About Me’ section

As you update your profile, take a look at some of our tips and examples for the 'About Me' section. The ‘About Me’ section on your profile is just as important as your photo. It’s your opportunity t…

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New services: Financial Planning, Financial Coaching & Financial Mentoring

1. Financial Planning Get help with setting specific financial goals, seeing how close you are to achieving them and forming a plan to get on track; whether that is planning for an early retirement o…

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Pension Transfer Specialists

Adding Pension Transfer Specialist to your profile: . Advisers who have the relevant qualification (G60, AF3, AF7, AwPetr or the CISI’s pension transfer certificate) can add the 'Pension Transfer - S…

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Profile Checklist

Have you completed your profile? Having a complete profile will help give clients and potential prospects more transparency on what it is like to work with you. To start filling in your profile, clic…

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The VouchedFor Standard

To give visitors to your profile even more confidence in you, we have The VouchedFor Standard for members on Verified and Unlimited. What is the VouchedFor Standard? VouchedFor represents the modern-…

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Tips for a great photo!

Look Smart Looking smart is a big factor. This doesn't necessarily mean you have to wear a suit but being smartly dressed has a big effect on how professional your profile looks. Smile! Smiling is a…

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What checks do VouchedFor run?

Passing our checks is a large part of the VouchedFor standard. We now run more checks than any other adviser directory or industry body, here's our current list: We check advisers have the appropriat…

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