Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 4 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 7 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Client reviews
First impression from a user who is not yet a client
July, 2017
Overall
Please provide a brief comment about your experience with Sam
Sam did not call me so I can't answer any of the above.
First impression from a user who is not yet a client
October, 2015
Overall
Please provide a brief comment about your experience with Sam
I sent a brief email with regards to my situation and I didn't even receive a reply.
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in Surrey
How has Sam Sharp helped you?
Sam made me feel very at home with my money straight away and explained my finances to me in very simple terms which was what was needed. She also was very clear on the risk factors and my monthly income.
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in Surrey
How has Sam Sharp helped you?
Very reliable, pleasant, takes time to explain things.
Review from verified client
February, 2015
Overall
Advice
Service
Value
Based in Surrey
How has Sam Sharp helped you?
Sam explained everything in full so that you understood what you were looking to invest in.
First impression from a user who is not yet a client
February, 2015
Overall
Please provide a brief comment about your experience with Sam
Review from verified client
January, 2015
Overall
Advice
Service
Value
Based in Surrey
How has Sam Sharp helped you?
Sam communicates in easily understandable English. She tailors all of her proposals and advice to exactly suit our current and future needs. She has a pleasant manner and has gained our trust in that she is doing the best for us. She also goes the extra mile to arrange meetings that fit with our own schedules.
Review from verified client
January, 2015
Overall
Advice
Service
Value
Based in Surrey
How has Sam Sharp helped you?
Sam understood exactly what we required and achieved it for us.
Review from verified client
January, 2015
Overall
Advice
Service
Value
Based in Surrey
How has Sam Sharp helped you?
Sam responds immediately to any questions we may have, she is pro active, professional, confidential, very helpful, an excellent listener and gives great, impartial advice. She will always visit us within days of us contacting her. Nothing is ever too much trouble and we trust her implicitly. We would never go anywhere else for advice - she has her finger right on the financial pulse. Apart from all this, she has a delightful, warm personality and is a real pleasure to speak to. She will always be welcome in our house, wherever we go to live. Christina McCarthy.
What could they have done better?
Sorry we can't think of an improvement - she gets 10/10 from us
Review from verified client
January, 2015
Overall
Advice
Service
Value
Based in London
How has Sam Sharp helped you?
Sam approach is direct she is very quick to evaluate your issues and to assess your need. She does not make you take any risky decision.