Sam's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 24 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Surrey
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning since early professional life
How has Sam Colby Butcher helped you?
Clear demonstration of current financial position and future projections
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Sam:
Thank you for your feedback—it’s very much appreciated. I’m pleased that our work together has given you a clear view of your current financial position and future projections. It’s especially rewarding to support someone who has been proactive about financial planning from an early stage, as it allows for more meaningful long-term outcomes.First impression
by a VouchedFor user
17 days ago
Overall
Please provide a brief comment about your experience with Sam
Sam was really helpful and informative in discussing estate planning options. Very professional manner and the conversation really helped me understand my options going forward. I would thoroughly recommend his services.
Sam:
Thank you for your kind feedback—it’s greatly appreciated. Estate planning can be complex, and effectively addressing inheritance tax often involves combining a range of tailored strategies to suit individual circumstances. I’m pleased our discussion helped bring clarity to your options.Review
by a verified client in Devon
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been working with Sam, and prior to him Neil, for 20 years. We see proactive financial planning as an extremely important aspect of life when it comes to being able to react effectively when things change and to prepare for the future.
How has Sam Colby Butcher helped you?
He has looked after our family finances and those of my brother and parents. He is a fantastic sounding board who takes time and care over the role he plays.
Have you seen the outcome you were hoping for?
Yes - as far as we are concerned being aware and of and planning for the future is something you live and breathe rather than react to later in life. Everything we have done has been supported and advised upon by Sam and the team
What could they have done better?
Nothing comes to mind
Sam:
Thank you for your thoughtful feedback. I really appreciate the trust you and your family have placed in me over the years, and your emphasis on proactive, long‑term planning very much reflects how I approach advice. I’m glad to hear that the support, guidance, and sounding‑board role I aim to provide has been valuable across your wider family, and that you feel well‑prepared for the future rather than reacting later. Thanks again for your kind words and continued confidence.Review
by a verified client in Northamptonshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of business
How has Sam Colby Butcher helped you?
Very much ,
Have you seen the outcome you were hoping for?
I'll tell you in 15 years
What could they have done better?
Happy with current service.
Sam:
Thank you for taking the time to share your feedback. I’m pleased to hear you’re happy with the service and that the support around the sale of your business has been helpful. I enjoyed your comment about reviewing the outcome in 15 years’ time — that’s the nature of good long‑term planning, and I look forward to continuing the journey with you.Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I knew I needed to consolidate my savings and also look at my retirement options / timelines
How has Sam Colby Butcher helped you?
Providing clarity on my pension structure and also given me the confidence that I’ve got the right plan in place
Have you seen the outcome you were hoping for?
Yes
Sam:
Thank you very much for taking the time to leave your review — I really appreciate it. I’m really pleased that the work we’ve done together has brought clarity around your retirement options and timelines and given you the confidence that you’ve got the right plan in place.