Sam's reviews
Reviewed for
Investments and Savings ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 1 )
Review
by a verified client in Cambridgeshire
8 years ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Family.
How has Sam Nicholls helped you?
Choose the right element of risk.
Have you seen the outcome you were hoping for?
Not yet.
What could they have done better?
All OK
Review
by a verified client in West Sussex
10 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I started to receive another income stream that I wanted to save and grow. I had been recommended the services of CPN by a family member and wanted expert advice to help me achieve my goals.
How has Sam Nicholls helped you?
Sam helped by listening to my requirements and transforming them to a balanced investment portfolio.
Have you seen the outcome you were hoping for?
Tbh the performance so far has exceeded my expectations. Until the recent Great Fall of China, my funds had been done better than the FTSE100 and had ridden out the Greek problems unscathed. I was pleased that a cash position had been taken to protect the funds during this time.
What could they have done better?
I would like the Internet portal to show daily fluctuations of my funds so I can see their performances more transparently.