Sam's reviews
Reviewed for
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 5 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
Review
by a verified client in Somerset
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Sam Curtis helped you?
He has made it clear what’s possible
Have you seen the outcome you were hoping for?
Not retired yet but looks good?
What could they have done better?
No idea
Review
by a verified client in Surrey
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted a good and reliable Financial Advisor.
How has Sam Curtis helped you?
He advised me to update my will.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am satisfied with this service.
Review
by a verified client in Somerset
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and investment
How has Sam Curtis helped you?
A lot
Have you seen the outcome you were hoping for?
Haven’t retired yet?
What could they have done better?
Nothing
Review
by a verified client in London
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement age, and I wanted to be sure I was making the most of my pensions.
How has Sam Curtis helped you?
Sam is knowledgeable, and good to talk to.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
N/A
First impression
by a VouchedFor user
16 days ago
Overall
Please provide a brief comment about your experience with Sam
Relaxed, noncommittal and knowledgeable