The small practice came top in the whole of North Yorkshire and within the top 200 in the country in the awards, which are judged entirely by the public and their independent reviews of the service they receive.
Established last year, the consumer ratings website VouchedFor awards enable independent financial advisers to have their customers rate them and write testimonials about their experience on the VouchedFor blog.
Roger Kuhlmann who founded Storrs Wealth Planning, gained a 4.8 out of 5 rating (96 per cent) showing that his intensive studying to achieve top level qualifications with the PFS (Personal Finance Society) and STEP (Society of Trust & Estate Practioners) also translates to excellent skills in putting that expertise into practice and delivering results for his clients.
“I’m very grateful for all the positive feedback I have had from my clients and for them taking the trouble to write testimonials on the VouchedFor website.
“It’s rewarding helping people to make the best of their financial resources and assuring their future, recognition for doing so is the icing on the cake.”
Roger spent the Christmas break preparing for 2014 preparing a new office for the expanding practice, providing his clients with private rooms at his premises for meetings should they wish to visit.
This year he plans to complete the Society of Later Life Advisers accreditation to add to his areas of specialism.