Sam's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 2 )
Pensions ( 49 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 38 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 20 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 39 )
Financial Mentoring ( 13 )
Financial Coaching ( 8 )
( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 13 )
£100k - £200k ( 5 )
£50k - 100k ( 4 )
Up to £50k ( 5 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Sam
I am very grateful for the excellent service provided by my financial advisor Sam Brueton, based at Bank House Financial Planning, Brewood. His knowledge, expertise and advice have been invaluable in helping me achieve my financial goals. The process was smooth and stress-free. Sam also highlighted areas and ideas I was not previously aware of - thank you. I have already recommended him to family members and will continue to share his details to other interested parties. Thank you once again for your support and guidance Sam. Your efforts have made a significant positive impact on my financial journey.
Sam:
Dear TP, Thank you for your kind words and for taking the time to share your experience. I'm really pleased to hear you found my advice and support valuable. It’s especially rewarding to hear that I was able to introduce ideas and opportunities you hadn’t previously considered—this is exactly what I aim to provide through financial planning. Your recommendation to family and friends is greatly appreciated, as it’s the highest compliment I can receive. If you ever have any further questions or need additional support, please don’t hesitate to get in touch. Kind regards, SamReview
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Parents put me onto them being existing clients
How has Sam Brueton helped you?
Kept up well up to date with ...everything, and always been there fro us when needed.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Sam:
Dear Andrew, Thank you for taking the time to leave a review. It’s great to hear that you’ve been happy with the support and guidance provided. It’s also much appreciated that your family has trusted us across the generations. If there’s ever anything further we can do to support you, please don’t hesitate to get in touch. Speak soon, SamReview
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning for retirement
How has Sam Brueton helped you?
Helped in every way
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Sam:
Dear Steve, Thank you for your kind review. I'm glad to hear that you feel I’ve helped in every way and that you’ve seen the outcome you were hoping for with your retirement planning. If you ever have any further questions or need any adjustments to your plan, please don’t hesitate to reach out. Speak soon, Sam BruetonReview
by a verified client in Staffordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bring all my company pensions into one managed fund.
How has Sam Brueton helped you?
Sam is our trusted financial advisor who always takes the time to work with us to ensure we are fully advised and on track with our pensions.
Have you seen the outcome you were hoping for?
Yes so far
Sam:
Hi there Thank you for your review. It’s always a pleasure working with you, and I’m glad to hear you feel fully informed and on track with your retirement goals. Ensuring that your pension planning is aligned with your future plans—especially as you approach retirement in 2027—is a key priority, and I’ll continue to support you every step of the way. If you ever have any questions, please don’t hesitate to reach out. I look forward to our ongoing work together. Kind regards, SamReview
by a verified client in Staffordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of my pension portfolio and advice on how it could be better managed.
How has Sam Brueton helped you?
Help me make solid investment decisions for the long term growth of my investments.
Have you seen the outcome you were hoping for?
The outcome has been very good.
Sam:
Morning Adrian, Thank you for your great review! Sam