0330 038 8940
Based in Southend-on-Sea
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2024
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Sammy-Jo is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sammy-Jo's status
Last checked: 29 April 2025
Sammy-Jo is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sammy-Jo's status
8
Recent Client Reviews
Sammy-Jo has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sammy-Jo has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Sammy-Jo has not yet added their qualifications to their profile
Qualifications not yet added
Sammy-Jo has not yet added their qualifications to their profile
Transparent Fees
Sammy-Jo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Sammy-Jo has provided information on their typical fees
Sammy-Jo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sammy-Jo (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Sammy-Jo
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sammy-Jo (based on 6 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Sammy-Jo is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sammy-Jo's status
Last checked: 29 April 2025
Sammy-Jo is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sammy-Jo's status
8
Recent Client Reviews
Sammy-Jo has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sammy-Jo has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Sammy-Jo has not yet added their qualifications to their profile
Qualifications not yet added
Sammy-Jo has not yet added their qualifications to their profile
Transparent Fees
Sammy-Jo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Sammy-Jo has provided information on their typical fees
Sammy-Jo has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sammy-Jo (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Sammy-Jo
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sammy-Jo (based on 6 first impressions)
As an independent mortgage and protection adviser, I pride myself on the level of service and value I provide my clients, their families and loved ones through my advice and recommendations. I am passionate about building great relationships, providing support and finding the most suitable product and outcome for each client I work with. Having a wealth of knowledge coupled with access to whole of market allows me to search a large variety of lenders and insurers to ensure this goal is achieved. There really is no one size fits all when it comes to mortgages and protection and everyone’s circumstances and needs are individual and unique. Building those relationships and really understanding my clients needs, requirements and ideals is vital to achieve their goals. I offer flexibility with meeting options - these can be arranged for either daytime or evenings and either face to face (if within local proximity) or remotely on Team/Zoom.
Offers available through VouchedFor
Contact Sammy-Jo through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Sammy-Jo's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Your home may be repossessed if you do not keep up repayments on your mortgage.