Sam's reviews
Reviewed for
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 5 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
Review
by a verified client in Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help maintain and look after my personal pension.
How has Sam Martin helped you?
He is very knowledgeable and has been patient and given us good sound advice.
Have you seen the outcome you were hoping for?
Yes I feel confident that Sam is giving me the best advice to keep my personal pension safe.
Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially when my wife died
How has Sam Martin helped you?
He has helped me with my pension & longer term goals.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really as goals achieved
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Sam
Friendly and polite. He put us at ease and explains things very well. Very professional and efficient.
Review
by a verified client in East Sussex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need for a private pension and investment savings.
How has Sam Martin helped you?
Given a clear picture of how our investments are doing along with simple explanation of fees charged.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
A higher return would always be nice but I'm happy with how things have performed so far.
Review
by a verified client in West Sussex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My pension from a previous employer needed to be cared for. I have had several carers, Sam being the latest.
How has Sam Martin helped you?
He has arranged the transfer of the tax-free element of my pension to my bank account.
Have you seen the outcome you were hoping for?
Yes I think so.
What could they have done better?
Nothing really