Samantha's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 45 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 15 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 25 )
Financial Mentoring ( 7 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 8 )
£100k - £200k ( 6 )
£50k - 100k ( 5 )
Up to £50k ( 3 )
Review
by a verified client in Bedfordshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Starting a small business and not being in the public sector for the first time
How has Samantha Kaye helped you?
Structured pension, helped with investment advice for inherited funds
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing
Review
by a verified client in West Sussex
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Redundancy caused me to think about my retirement planning. I knew Sam from networking events and built a friendship and trust with her immediately so it was natural that I would ask for her advice.
How has Samantha Kaye helped you?
Sam has helped and advised me with my pension portfolio and ISA investment to plan for retirement security.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
N/A
Review
by a verified client in Kent
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to invest my savings for long term income because I did not have a private pension
How has Samantha Kaye helped you?
Samantha has kept in touch with me to discuss my current financial needs and has kept on top of global market trends advising how get the best outcome returns for my investment
Have you seen the outcome you were hoping for?
Sam was not my original financial advisor but my outcomes have improved since Sam has taken over
What could they have done better?
I can't think of anything that Sam could've done better. She is friendly and approachable and available if I need to discuss anything with her
Review
by a verified client in West Sussex
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to consolidate my pensions
How has Samantha Kaye helped you?
Sam was so easy to talk to, makes you feel at ease. Also ended up helping my husband and friends after telling them about her.
Have you seen the outcome you were hoping for?
I am not that great with pensions hence leave that to Sam but my pot grew which was fine by me.
What could they have done better?
Sam says she will look at other areas to invest as feels she can hopefully get a better return this year.
Review
by a verified client in West Sussex
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Impending Retirement
How has Samantha Kaye helped you?
Assisted with reactions to market fluctuations. Longer term planning and spending assessement. Pensions Draw Down.
Have you seen the outcome you were hoping for?
Yes. Don't panic is the best summary. Everything is long term.
What could they have done better?
Nothing much more really.