Samantha Secomb

Please provide a brief comment about your experience with Samantha

Samantha contacted us immediately and when we established that working online would not work for us she helped us to contact another financial advisor and got us off to the ideal start.

What were the circumstances that caused you to initially look for an adviser?

I came to Samantha after inheriting property and cash that I had no idea what to do with and she helped to support me with figuring out a plan.

How has Samantha Secomb helped you?

I helped organise my money and investments, as well as putting into perspective what my future will look like if i contiune to invest/manage my money well.

Have you seen the outcome you were hoping for?

For sure! I now actually understand where my money is which I did not before, as well as developing an understanding of budgeting and how to manage property.

What were the circumstances that caused you to initially look for an adviser?

I knew my pension wasn't invested in the right fund, I wanted to see where it should go. I wanted to understand whether I should pay off debt faster or continue to save.

How has Samantha Secomb helped you?

I've been able to understand what my current financial situation looks like in detail, and what it looks like over the medium and long term. Running scenarios for different objectives has meant she was able to help me plan for those objectives.

Have you seen the outcome you were hoping for?

Yes, I feel confident in the plan I have and know i can revisit with her each year to stay on track.

Please provide a brief comment about your experience with Samantha

Samantha was very help and a great communicator! She was kind and listened to me thoroughly. I felt at ease with Samantha and trusted her advice!

What were the circumstances that caused you to initially look for an adviser?

I wanted to look into buying my own flat and wanted to feel more in control of my finances

How has Samantha Secomb helped you?

Samantha and her team wer kind and supportive - especially to someone like me who feels stupid and clueless with my finances. They gave great insight and it was great having constant one on one chats about my plans. They were so helpful when speaking with me about my pensions and helped me organise it more.

Have you seen the outcome you were hoping for?

Whilst I realised that I'm not in a position financially to consider these long term plans just yet Sam and her team were incredibly informative and gave me a lot of things to think about. When I feel like I have more money in the future and can really think about this I would 100% go back to Sam and her team.