Progeny’s News

Proud to be Featured in Top Adviser Rankings by VouchedFor

This article was originally published on Quadrant Group’s website. Quadrant Group was acquired by Progeny in March 2017.

Photo of Dominic Lobo

We are pleased to announce that Dominic Lobo, one of Quadrant Group’s directors, has once again been ranked as one of the UK’s top-rated Independent Financial Advisers. He has gained a top rating on VouchedFor, the independent client review site for IFAs and other professionals, and was recently featured in the Sunday Telegraph (see below). VouchedFor’s ‘Top Rated’ league was established to make it easier to find quality local advice. This is the fifth edition to be released and once again Quadrant Group have made the list.

Since the launch of VouchedFor, several advisers at Quadrant Group have gained a top adviser accreditation. We are committed to delivering excellence and this badge shows that at least 10 positive individual adviser reviews have been made by clients on VouchedFor in the past 3 months. A positive review requires a service rating of 4.5 out of 5, which just goes to prove that Quadrant Group are a team that works together to deliver an outstanding client experience.

Dominic has been a Director of Quadrant since 1994. He has a wealth of experience in investments and pensions, in both retail and corporate sectors. He works closely with Quadrant’s high net-worth individuals and companies. He is also Quadrant’s Technical Director with direct responsibility for Pension Transfer business and training, and he chairs the Quadrant investment committee, which is responsible for the ongoing performance of the fund groups. His core beliefs are based around honesty, transparency and competence. We are extremely proud to have him as a member of our team.

Dominic joins Andrew Pereira (Quadrant Group’s Managing Director) and Meena Halai (one of our Financial Planners) on this year’s VouchedFor list.

This article does not constitute financial advice. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult your financial planner to take into account your particular investment objectives, financial situation and individual needs. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. This document may include forward-looking statements that are based upon our current opinions, expectations and projections.

Photo of Adam Pavey

Author Adam Pavey

Integration & Development Manager, Progeny Wealth

Adam has worked in various roles within financial services for over 20 years.

Learn more about Adam Pavey

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.