Sam's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 5 )
Auto Enrolment ( 1 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 7 )
Financial Mentoring ( 1 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£200k - £500k ( 1 )
Up to £50k ( 3 )
£50k - 100k ( 5 )
Review
by a verified client in Yorkshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I arranged a consultation with Sam as a result of hearing about Quilters services through my union membership.
How has Sam Smith helped you?
Sam has given me guidance and support with checking my pensions, along with what needs to be considered if I wish to retire prior to the national retirement age. He's also helped me understand the pensions landscape and jargon a little better.
Have you seen the outcome you were hoping for?
Yes
Sam:
Thank you for your kind review Joanne - happy to help if you have any further questions in the future.Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help ensure we would have the income we desired in retirement.
How has Sam Smith helped you?
Sam has been highly professional and knowledgeable. He has reviewed our situation and provides the advice we need. Always answers any questions or concerns quickly and explains everything clearly.
Have you seen the outcome you were hoping for?
Too early to say but currently on course.
Sam:
Thank you for your feedback, I look forward to continuing working with you both on your journey towards retirement. Best Wishes, SamFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Sam
Very pleasant experience and helpful advice given
Sam:
Thank you for your review, your feedback is valuable.Review
by a verified client in Lanarkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help decide if early flexible retirement was the right choice for me and if I was covered financially
How has Sam Smith helped you?
Sam explained my options in detail and advised how to compare annual pension via lump sum choices. Sam made me aware of a couple of points I should address prior to accepting my offer
Have you seen the outcome you were hoping for?
Sam certainly helped with my decision making but too early to tell if things work out as planned, but feel that I am aware and have planned for all outcomes
Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
NHS option to retire early and change in circumstances through divorce
How has Sam Smith helped you?
Providing information and helping me navigate information on NHS pension site.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Na