Sam's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 36 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 17 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 27 )
Financial Mentoring ( 6 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 12 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Review
by a verified client in Durham
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
help from specialist
How has Sam Cowan helped you?
knowledge and experience
Have you seen the outcome you were hoping for?
I believe so
Review
by a verified client in Fife
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a long standing client of the company
How has Sam Cowan helped you?
Clarifying IHT planning
Have you seen the outcome you were hoping for?
Not quite yet because it is way off in the future, I hope!
What could they have done better?
Nothing much
Review
by a verified client in Stirlingshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted advice on pensions and long term savings options.
How has Sam Cowan helped you?
General financial advice.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Midlothian
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
this was/is an additional advisory part of the investment service offered by Charles Stanley
How has Sam Cowan helped you?
He has looked at my total finances and offered advice on future planning
Have you seen the outcome you were hoping for?
Yes, to some extent options I was not aware of have been highlighted and decision making improved
What could they have done better?
Difficult to say on a comparative basis
Review
by a verified client in Selkirkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have been a client of Sam's predecessors. Briefly moved to another company prior to Sam coming on board but their service was poor and we felt that we were just a number with little or no personal attention.
How has Sam Cowan helped you?
He is very good at explaining our 'products' and has a good understanding of our needs.
Have you seen the outcome you were hoping for?
Yes our products are performing above expectation so we have no need to complain.
What could they have done better?
Can't think of anything