Reviewed for

Insurance and Protection ( 4 )

Pensions ( 6 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 1 )

Auto Enrolment ( 1 )

Investments and Savings ( 9 )

Reviewers' assets

£500k+ ( 1 )

£100k - £200k ( 1 )

£50k - 100k ( 1 )

( 1 )

Up to £50k ( 5 )

Client reviews

First impression from a user who is not yet a client

June, 2019

Overall

Please provide a brief comment about your experience with Sam

Professional and friendly.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Sam

I did not receive any communication from Sam. I no longer require his services. I have found someone else.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Sam Sneyd helped you?

advising on all aspects of auto enrolment and general pensions arrangements, arranging and organising with pension provider details of company scheme

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Shropshire

How has Sam Sneyd helped you?

Sam is extremely approachable and has always looked after my clients extremely well. He provides an excellent service and attention to detail is second to none.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Powys

How has Sam Sneyd helped you?

Pensions are extremely confusing but very important to understand and Mr Sneyds knowledge was excellent on every aspect we needed to know. He had thoroughly looked at our existing pensions and individual needs and advised options on the best way forward . It was very refreshing that we did not feel at all pushed into anything and actually Mr Sneyd even advised on possible best courses of action that he would not benefit financially from at all. He was very professional and friendly and I genuinely felt he had our best interest in mind and was more than happy to see us to follow anything up or explain further. He has certainly put our minds at rest on our situation and we are currently considering our next step. I would definately recommend him.

What could they have done better?

At present, we are more than happy with the service we are receiving.

First impression from a user who is not yet a client

February, 2014

Overall

Please provide a brief comment about your experience with Sam

Open and friendly knowledgeable approach.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in North Yorkshire

How has Sam Sneyd helped you?

a very capable young man - will I am sure develop this business to much greater heights

What could they have done better?

just to become more aware of alternate activity having taking over from his fayher with whom I have dealt with for over 30 years

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in West Midlands

How has Sam Sneyd helped you?

Sam has provided me with excellent financial advice, from day one Sam grasped my aditude to risk and understood my financial objectives. Sam is an excellent communicator, clearly explaining the background issues of the day which govern & dictate financial trends; I always understand any changes to my financial porfoio that Sam recommends. Over the years Sam's advice and stratergies have proved to be correct time after time, it is this track record of positive results that fills me with (on-going) confidence and confirms Sam's high levels of technical knowlege.

Review from verified client

October, 2013

Overall

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Service

Value

Based in Shropshire

How has Sam Sneyd helped you?

Sam sorted out our finances, recommended investments which have proved to be most profitable. He keeps us well - informed & moves monies around when necessary. It has given us peace of mind in our dotage! Liz. Shropshire

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in West Yorkshire

How has Sam Sneyd helped you?

Clear and concise analysis of available options together with helpful but independent recommendations

What could they have done better?

If circumstances change significantly during the year then advise and discuss

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in West Midlands

How has Sam Sneyd helped you?

My advisor explains my investments fully and keeps me updated, and in a way that I can understand! He is readily available if I need to speak with him, or gets back to me in a timely manner. He is very reassuring, but does explain the risks involved in my investment.

What could they have done better?

If I had to think of anything I would say maybe more updates on my investment, but I understand that this isn't always possible.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in West Midlands

How has Sam Sneyd helped you?

Bentley get a good idea of their clients requirements and apply a good technical base to their assessment

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Shropshire

How has Sam Sneyd helped you?

Mr Sneyds communication skills are excellent.

Review from verified client

October, 2013

Overall

Advice

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Value

Based in West Midlands

How has Sam Sneyd helped you?

Brian has been an excellent confidant over the years and has always been extremely thorough in his dealings with my finances.