0330 038 8942
Based in Bromsgrove
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Mandy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mandy's status
Last checked: 03 April 2026
Mandy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mandy's status
6
Recent Client Reviews
Mandy has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Mandy has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 05 January 2026
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Mandy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Mandy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Mandy has not yet added their fees to their profile
Fees not yet added
Mandy has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mandy (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Mandy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mandy (based on 3 first impressions)
I am a Diploma qualified Independent Financial Adviser with over 30 years experience working within the Banking and Financial Services sectors. I am extremely customer focussed and enjoy building long term, lasting relationships with my clients. My approach has always been to take the time to really get to know and understand my clients personal and financial goals and working closely with them to create their own bespoke financial plan. I thoroughly enjoy every aspect of my role, always keeping my clients' best interests at heart and helping them to achieve their financial aspirations.