Sam Brueton

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

Inheritances made proper advice essential. As beneficiaries we had seen the problems caused by lack of planning and the complexity of running many accounts and investments. It's not something we want to repeat. Knowing too little about later life finance is stressful so we sought a local independant expert, some who does this day in day out. Sam and Bank House came highly recommended.

How has Sam Brueton helped you?

Sam has designed a package, based on my personal circumstances and concerns that brings much of my money and all my investments (with skillful changes) together on one portal platform. The portal can be viewed whenever I wish and also supports joint investments with my wife. My pensions have or are coming into payment and Sam has advised on lump sums, AVCs and the ins and outs of pay back periods etc.

Have you seen the outcome you were hoping for?

Outcomes so far, in these early days, are limited to the careful clear explanations, on the spot answers and excellent demonstrations of both the portal and Sam's comprehensive knowledge and experience. I wanted to be confident about all this and I am now. First real outcome is peace of mind!

What could they have done better?

Nothing really. I'd have to drill down to the trivial and say parking near there office is a bit hit or miss.

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

Profitable business

How has Sam Brueton helped you?

Recommended some changes.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything seems to be ok at the moment.

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

We needed to review our finances, particularly our pensions.

How has Sam Brueton helped you?

He has helped us to move money to be more tax efficient and we have been very happy with the returns received.,

Have you seen the outcome you were hoping for?

Yes

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

Retirement planning

How has Sam Brueton helped you?

He has thorough knowledge of pensions and the laws around them

Have you seen the outcome you were hoping for?

Yes

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

I received a lump sum from an inheritance and wanted to invest it.

How has Sam Brueton helped you?

Sam explained the best accounts to use for my circumstances and the risks involved. The guidance received has been immeasurable during an extremely stressful time.

Have you seen the outcome you were hoping for?

Yes, we invested my inheritance and moved my ISA accounts for a better return. I was hoping to invest this money to provide a better retirement pot along side my private and state pensions and after the advise given I feel confident this will happen.

What could they have done better?

At this point I don’t feel there was anything he could’ve done better. Everything has been explained in simple terms, and Sam is very approachable.