Charlie Sas

What were the circumstances that caused you to initially look for an adviser?

Advice from my accountant over 40 years ago & his recommendation to approach Richard Bamber & Co to manage my financial affairs which I did & have since been a client of initially Paul Littler (a partner in the company & Charlie's mentor) & then Charlie.

How has Charlie Sas helped you?

Charlie has provided invaluable advice & guidance during the later years of my business activities involving the sale of my business, crystallisation of my property assets, the purchase & short term finance of my retirement property & retirement at 61. He still manages all of my ongoing financial affairs now 7 years into retirement & it is my hope & intention that he will do so for many years to come. I consider his attention diligence, dedication & overall professional competence to be second to none & I value his contribution towards my financial wellbeing immensely.

Have you seen the outcome you were hoping for?

No, my overall financial position has considerably exceeded what I was hoping for & I am in a very comfortable position.

What could they have done better?

Absolutely nothing, the advice of my long term accountant to approach Richard Bamber & Co when I was a young man in the mid 1980's was perhaps the best advice I have ever been afforded & I consider myself hugely fortunate to have followed that guidance.

What were the circumstances that caused you to initially look for an adviser?

I prefer to have a good financial adviser to organise my finances to the best advantage.

How has Charlie Sas helped you?

Charlie has provided sound advice with beneficial outcome.

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Charlie

Lovely man and very helpful xxx

What were the circumstances that caused you to initially look for an adviser?

We inherited some money and had savings that we were looking to invest

How has Charlie Sas helped you?

Charlie has been amazing. His knowledge of finance, international and national affairs has really helped us invest wisely and it has really paid off. We meet with him once a year for a very detailed analysis of our investments but he is also a phone call or email away if we have any queries. He also helped us with our Power of attorney which was so helpful as government firms can be a minefield

Have you seen the outcome you were hoping for?

Definitely and more.

What could they have done better?

Some years ago we had another financial advisor and his service was very poor compared to how well we have progressed financially with Charlie

What were the circumstances that caused you to initially look for an adviser?

Looking to consolidate some complex pensions arrangements.

How has Charlie Sas helped you?

Carried out a detailed, systematic and very helpful review of our arrangements, and alternative routes for our pensions.

Have you seen the outcome you were hoping for?

Yes. Very clear, well considered advice from Charlie delivered in his very clear and friendly manner.

What could they have done better?

Nothing!