Utopia Group celebrate 10 years’ incorporation

We’ve been delighted to celebrate this month our 10-year anniversary as Utopia Group. From when we first incorporated the company in 2007 to now our philosophy has always remained the same – to provide great financial advice to help build a more certain financial future for all our clients.

During these ten years, we have been proud to have been listed as:

  • One of the Top 250 IFAs in the UK
  • Top IFAs in Liversedge
  • Awarded Certificates of Excellence for our services from Vouchedfor.co.uk.

However, what is most pleasing is to hear what our clients think of our service. From our recent customer surveys* our clients rated us as follows and we couldn’t be happier.

  • 100% of clients rated us 9 or 10 out of 10 for our Service
  • 96% of clients rated us 9 or 10 for our Explanations
  • 96% of clients rated us 9 or 10 for our Literature and Communications
  • 92% of our clients are very likely to recommend us to others, giving us a score of 9 or 10 out of 10.

Here’s what some of them said:

“I am pleased that I chose your company to help us, and I must say that your attention to our financial needs so far has been impeccable.”

“Over the last 8 years we have developed a professional yet friendly relationship with the Utopia Group and have been very pleased with the advice received concerning our pensions and investments.”

“Over the many years that we have received advice from the advisers at the Utopia Group we have always found them not only to be professional, but friendly and most reliable.”

“To actually put into words the dramatic improvement and business growth we have experienced while working with Utopia is difficult, although to advocate their professionalism and commitment comes easy.  I would highly recommend their services”

“In all my dealings with Utopia I have found them to be professional in all matters. Questions are answered and advice given and explained in a straightforward and easy to understand manner, making it a stress-free and at times enjoyable experience. Any future business will be done with Utopia. Highly recommended.”

If we can help you in any way with your financial planning, cashflow planning or retirement planning please do get in touch. We offer a free initial pensions and investments review and any one of our team would be happy to book you an appointment. Just call 0333 456 0333 or email info@utopia-group.com.

*Based on recent customer review surveys sent out and returned, 25 people provided ratings.