Acknowledgements

We’re extremely grateful to those people who contributed to the report:

Stuart Phillips, CEO, The Private Office (TPO)
Phil Bray, Founder, The Yardstick Agency
Setul Mehta, Head of Business Development & Adviser Services, The Openwork Partnership
Helena Wardle, Chartered Financial Planner, Smith and Wardle Financial Planning
Sian MacInnes, Chartered Financial Planner, Philip James Financial Services
Chris Budd, Chairman, Initiative For Financial Wellbeing
Chris Shaw, Director, Dundas Consulting (formerly Savings Champion, TPO and Chase de Vere)
Ben Wright, Founder, Change Squared

If you have any questions, please get in touch. You can reach us via email at customer_service@vouchedfor.co.uk

© VouchedFor 2022