Sam Brueton

Review from verified client

April, 2024

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

To address a pension deficit and implement a sound base for future financial plans

How has Sam Brueton helped you?

Arranging the necessary product for my requirements

Have you seen the outcome you were hoping for?

Yes, over a condensed timeframe Sam has guided me through the process and ensured the tight deadline has been achieved

Sam's reply

Hi Jon Really appreciate you taking the time to leave a review. I look forward to working with you over the long term! Kind regards, Sam

Review from verified client

March, 2024

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

Funds to invest a number of years ago.

How has Sam Brueton helped you?

Advice on risk and investing. Also advice on Power of Attorney which we have recently set up.

Have you seen the outcome you were hoping for?

Markets have been unsettled over the last 3/4 years but hopefully we will see some benefit going forward.

Sam's reply

Colin, Thanks so much for your review and your kind comments. Kind regards, Sam

Review from verified client

February, 2024

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

To assess current financial situation, particularly regarding pensions.

How has Sam Brueton helped you?

To combine and move private pensions to get a better return.

Have you seen the outcome you were hoping for?

Yes, our pensions have been moved and are easier to track.

Sam's reply

Hi Sue Thank you for sending the time to leave me a review. Much appreciated. Thanks Sam

Review from verified client

February, 2024

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

Financial planning.

How has Sam Brueton helped you?

Investments & savings.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. I am very happy with the service that Sam provides, and I know that if I ever need for anything he is just a phone call or a message away.

Sam's reply

Hi Ollie, thanks so much for leaving this review. Look forward to speaking soon, Sam

First impression from a user who is not yet a client

January, 2024

Please provide a brief comment about your experience with Sam

Sam was very friendly, professional and knowledgable and was very good at explaining the technical jargon we had not heard mentioned before. Going into the meeting we thought we had all of our bases covered, there were however a few items that Sam raised that we are now considering. A very positive first meeting.

Sam's reply

Hi Alan, Thank you for taking the time to leave this review and for your kind comments. If there's anything we could have done to improve, please let me know! Kind regards, Sam

Review from verified client

January, 2024

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

We have a complex arrangement of investments, inheritance tax liability for our daughters and underlying medical conditions which make the future uncertain.

How has Sam Brueton helped you?

He has undertaken a comprehensive review of our financial situation and has made sensible considered recommendations so far.

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Nothing. We are very happy with what has been achieved so far and look forward to further guidance in the future. We were particularly keen to avoid any excessive sales pressure in view of our medical status which obviates clear future prediction

Sam's reply

Hi George, Thank you so much for leaving this review. It's very kind of you. If there's anything at all you think could have been better, please let me know - we're always looking for ways to improve our service. Speak soon, Sam

First impression from a user who is not yet a client

December, 2023

Please provide a brief comment about your experience with Sam

Went to see Sam today to get some paperwork verified. The appointment was made easily, at a time to suit and all paperwork completed within a timely manner. Sam made the whole process seamless for us and we will be returning for investment advice in the near future.

Sam's reply

Hi Julie Thanks for your review. Really appreciate. Hope to see you again soon. Kind regards, Sam

First impression from a user who is not yet a client

December, 2023

Please provide a brief comment about your experience with Sam

I’m a complete novice when it comes to pensions, Sam gave me the time to understand what the basic’s of pensions and how to go about persuing the right options for me.

Sam's reply

Thanks for taking the time to speak and to leave this review, David. Speak soon, Sam

First impression from a user who is not yet a client

November, 2023

Please provide a brief comment about your experience with Sam

I went to Bank House for some investment advice and found Sam to be patient, understanding and consummately professional. I was immediately put at ease and now feel confident that I shall being returning to see Sam in the future.

Sam's reply

Thanks Louise for taking the time to leave the review. Really appreciated and we'll no doubt speak soon, Sam

Review from verified client

November, 2023

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

I have been a client with Sam for 5yrs and if I require any help or advice he is always at the end of the phone to assist me. Very pleasant to deal with.

How has Sam Brueton helped you?

Investments and guided me re tax

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing is too much trouble

Sam's reply

Thanks Jean for your review. I will be in touch. Kind regards, Sam

Review from verified client

November, 2023

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

To make provision for pension savings & income

How has Sam Brueton helped you?

ISA investments, pension funding & income for the future

Have you seen the outcome you were hoping for?

Given the current market environment & uncertainty funds / portfolio are as expected

Sam's reply

Thanks for the review Doug! See you soon, Sam

First impression from a user who is not yet a client

November, 2023

Please provide a brief comment about your experience with Sam

He was punctual, polite, patient, clearly extremely knowledgable and helpful. We envisage a very agreeable relationship going forward.

Sam's reply

Good morning George, Thank you for your really kind comments. I look forward to working together with you both. Speak soon, Sam

Review from verified client

October, 2023

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

To provide some expertise in a very specialised field

How has Sam Brueton helped you?

As nearing retirement, identified opportunities to make my investments work best for my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Sam's reply

Hi Nigel, thank you so much for your review. A pleasure seeing you last week as always. Speak soon, Sam

Review from verified client

September, 2023

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

Wanting to develop a strategy for my investments

How has Sam Brueton helped you?

Excellent guidance, support and information

Have you seen the outcome you were hoping for?

Yes

Sam's reply

Hi Alex Thanks so much for leaving me a review and for your comments. Look forward to continuing our work together. Thanks Sam

Review from verified client

September, 2023

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

I didn't have much knowledge in investment areas, and Sam at Bank House Financial Planning seemed the perfect fit.

How has Sam Brueton helped you?

Sam has been excellent in firstly identifying areas in which to invest and giving general advice about my future finances and how to set myself up for the future. The process has been extremely easy and we have regular meetings to talk over my investments and my financial position.

Have you seen the outcome you were hoping for?

Yes the outcomes so far have been excellent.

Sam's reply

Hi Jack, Thanks so much for your feedback. Glad to be helping you with your financial planning in your early career and looking forward to continuing! Speak soon, Sam

Review from verified client

August, 2023

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

We were looking to plan for our retirement and needed advice as to how to go about handling our various pensions and property. Sam was recommended to us by a close friend

How has Sam Brueton helped you?

Sam has thoroughly reviewed our finances in their current form and provided us with information to enable us to make a decision on how we want our money to work for us and timescales for retirement

Have you seen the outcome you were hoping for?

Yes - whilst we have just started our investment products, we feel that our finances are now being managed more proactively and I feel confident that we can approach Sam throughout the duration of our investments to better understand how they are working for us.

What could they have done better?

We feel confident that Sam was extremely thorough in his research and he explained everything in a way that aided our understanding of the process, therefore, we are happy that nothing could have been done better.

Sam's reply

Hi Vikki Thank you so much for taking the time to leave this review and for your kind words. I look forward to continuing to work with you and Alan. Kind regards, Sam

Review from verified client

July, 2023

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

Retirement planning

How has Sam Brueton helped you?

Handled most of the paperwork and helped explain the process and clear up many of the misconceptions I had

Have you seen the outcome you were hoping for?

Yes

Sam's reply

Hi there Bob, Thank you for taking time out of your day to leave me a review. If there's anything I can do to improve please let me know! Kind regards, Sam

Review from verified client

July, 2023

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

Inheritance, private pension and high value personal injury claim requiring financial planning.

How has Sam Brueton helped you?

Being new to the world of savings and financial planning, Sam offended invaluable advice and direction. Suitable products were introduced based on my needs relating to my personal financial circumstances and my acceptable risk level.

Have you seen the outcome you were hoping for?

Despite the current economic crisis the long term forecast is favourable.

What could they have done better?

I'm very happy with the level of service and the rapport built over the last several months. I feel confident that the advice received is measured and directed towards my personal needs.

Sam's reply

Hi Jane Thank you so much for your kind review. It's been lovely working together and I'm sure it will continue to be so! Speak soon, Sam

Review from verified client

July, 2023

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

I had been a client of the Company for many years before Sam took over my portfolio.

How has Sam Brueton helped you?

An annual formal review plus many ad hoc consultations in the interim.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

Nothing.

Sam's reply

Hi Stew Really appreciate you spending the time to leave this most kind review. Always great to work with you! When anything else crops up, please let me know but otherwise speak soon, Sam

Review from verified client

July, 2023

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

My husband was a customer and had his pension with the company

How has Sam Brueton helped you?

Sam has been really helpful since my husband passed away. Very helpful and easy to talk to. Always explains everything in a way I can understand.

Have you seen the outcome you were hoping for?

Yes. Very happy with the service

What could they have done better?

Can't think of anything!

Sam's reply

Hi Diane Thanks for taking the time to leave me a review. I really appreciate your comments. If there is any way I can help further please let me know Thanks, Sam

Review from verified client

July, 2023

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

Many years ago our then advisor retired, my husband knew the father of Tony lee, and several clients of HCL who were all very pleased with the firm, so we joined.

How has Sam Brueton helped you?

Tony sorted our many investments out and made life much simpler. The returns have been good. When Tony was near retirement he forwarded us on to Sam , who has continued in the same way. After my husbands death last year he has been most helpful and has sorted out so many queries I have had.

Have you seen the outcome you were hoping for?

Yes.

Sam's reply

Thank you for taking time to leave this review, Margaret, and for your complimentary words. Speak soon, Sam

Review from verified client

June, 2023

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

Early retirement

How has Sam Brueton helped you?

Clear advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Sam's reply

Hi Chris Thanks for your kind review. It's always a pleasure to deal with you and Sharon. Hope to speak soon, Sam

Review from verified client

June, 2023

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

On my retirement

How has Sam Brueton helped you?

Sam has been my adviser for some years he has always been polite and answered all of my questions and advised of the best potential investment strategy for long term gain

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Sam's reply

Hi Andy, Thanks so much for your kind feedback. Look forward to seeing you soon. Kind regards, Sam

Review from verified client

June, 2023

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

He/they have been advising my Parents for some time, so already knew I would be in good hands.

How has Sam Brueton helped you?

In every way.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

difficult to say?.

Sam's reply

Hi Andrew Thank you for taking the time to leave a review. You and the family are brilliant clients we really enjoy working with. Speak soon, Sam

Review from verified client

June, 2023

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

Retirement planning and investment

How has Sam Brueton helped you?

Pension and investment advice

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

Sam's reply

Hi Jan Thank you for your very kind review. Hope to see you soon. Kind regards, Sam

Review from verified client

May, 2023

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

I started earning more than previously and wanted some advice on how to plan for the future.

How has Sam Brueton helped you?

He has offered advice on investments and pension contributions and the best way to maximise my position going in to the future.

Have you seen the outcome you were hoping for?

Yes definitely

Sam's reply

Hi Will, Thanks so much for your glowing review! I look forward to working for you over the long term. Speak soon, Sam

Review from verified client

March, 2023

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

Retirement planning

How has Sam Brueton helped you?

To many ways to write down

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Sam's reply

Hi Steve, thank you so much for your kind comments and taking the time to review our financial planning services! All the best, Sam

Review from verified client

March, 2023

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

After retiring we needed advice as to what to do with our savings and pension.

How has Sam Brueton helped you?

Sam has given us options and advice.

Have you seen the outcome you were hoping for?

We have been happy with the outcome considering the state of the world.

Sam's reply

Hi Heather, Thank you so much for the review! Speak soon, Sam

Review from verified client

March, 2023

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

Pension advise

How has Sam Brueton helped you?

Sam has always been very helpful on our calls and explains everything.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Sam is always very good and helpful!

Sam's reply

Hi Holly Thank you for your kind words and for taking the time to leave me a review! Speak soon, Sam

First impression from a user who is not yet a client

February, 2023

Please provide a brief comment about your experience with Sam

Planning for our retirement has felt very daunting as we were unsure how to our finances and assets could work for us. Sam has explained everything thoroughly and in an easy to understand way, which has helped us to start our journey to organise our finances.

Sam's reply

Hi Vikki Thank you so much for taking the time to leave your review. I thought we had a really positive first meeting and I really look forward to working with you and Alan. Thanks, Sam

Review from verified client

February, 2023

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

I had no knowledge of what to do with a pension pot and I wanted to access a lump sum. Sam was recommended to me by a trusted colleague.

How has Sam Brueton helped you?

Full guidance and advice on managing pension pot, results have more than met expectations.

Have you seen the outcome you were hoping for?

Yes, so far, and the projected outcome is on track.

What could they have done better?

Nothing, I am fully satisfied with the service.

Sam's reply

Hi Dave, thank you so much for your kind words and for taking the time to leave the review of my financial planning service. I look forward to working with you in the run up to your retirement and beyond. Speak soon, Sam

Review from verified client

February, 2023

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

Tax, pension and general financial efficiency

How has Sam Brueton helped you?

good advice and support re maximising efficiency of pension contributions

Have you seen the outcome you were hoping for?

good progress but still WIP

What could they have done better?

perfection doesn't exit so there is always room to improve!

Sam's reply

Hi Michael, thanks so much for leaving a review for me. I know you're busy so it's really appreciated. Thanks, Sam

Review from verified client

February, 2023

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

Guidance on investments required

How has Sam Brueton helped you?

Providing the above

Have you seen the outcome you were hoping for?

Yes

Sam's reply

Hi Colin Thank you for taking the time to review our services. Look forward to seeing you both soon, Sam

First impression from a user who is not yet a client

January, 2023

Please provide a brief comment about your experience with Sam

Totally amazing. We met Sam to discuss our retirement options and savings accounts, we are looking at options to invest.

Sam's reply

Thanks so much, Jan. Looking forward to working with you to achieve your retirement goals! Speak soon, Sam

Review from verified client

November, 2022

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

We ran our own business and need support/ advise for planning are retirement

How has Sam Brueton helped you?

He helped with planning for retirement, helped and advised when we sold the business, and when we became residence of Spain , helped with tax planning and supports us with our new accountants in Spain

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very little

Sam's reply

Thanks for taking the time to leave me this review, Steve. Really appreciate your kind words. It's been a pleasure providing you with financial advice over the last few years and I look forward to working with you throughout your retirement! All the best, Sam

Review from verified client

October, 2022

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

Wanted to start a private pension

How has Sam Brueton helped you?

Sam has helped me set up my own private pension

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

N/A

Sam's reply

Hi Emma, thanks so much for taking the time to review our service to you as your financial advisers! We're happy to have helped set up your pension as a self-employed individual and to maintain an ongoing relationship to ensure your pension continues to meet your needs. Speak soon, Sam

Review from verified client

October, 2022

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

To look after my pensions

How has Sam Brueton helped you?

Regular reviews and advice

Have you seen the outcome you were hoping for?

Most times we can’t foresee the stock market but my portfolio is holding up

What could they have done better?

?

Sam's reply

Hi Kev Thanks for taking the time to leave me a review. See you soon, Sam

Review from verified client

October, 2022

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

Had a pension pot.....needed to be assured that we could afford to retire.

How has Sam Brueton helped you?

Sam discussed what we had, what we wanted and what was needed.

Have you seen the outcome you were hoping for?

Outcomes have been reassuring. regular updates and, at least, annual reviews have allowed us to enjoy retirement...so far

What could they have done better?

The pension and financial advice sector is complicated at the best of times but Sam's advise has always complimented our knowledge and needs

Sam's reply

Hi Julie Thanks so much for this review - it means a lot! Looking forward to working together into your retirement! Speak soon, Sam

Review from verified client

September, 2022

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

When I became self-employed (many years ago).

How has Sam Brueton helped you?

He provides clear advice and guidance.

Have you seen the outcome you were hoping for?

Overall, yes.

What could they have done better?

Nothing.

Sam's reply

Hi Jane, I'm really grateful for your review and your kind words! It's been a pleasure working together and I'm sure it will continue to be! Bis zum nächsten Mal! Sam

Review from verified client

July, 2022

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

I wished to take advice on my pension options and taking my 25% tax free lump sum and how to invest the remainder for my beneficiaries

How has Sam Brueton helped you?

Set up my 25% tax free lump sum and taking out a drawdown pension fund

Have you seen the outcome you were hoping for?

Signed paperwork now awaiting monies

What could they have done better?

Nothing everything perfect

Review from verified client

July, 2022

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

I spent several months trying to gather information to enable me to determine how to manage my pensions. Information provided was always vague and raised more questions thwn provided answers.

How has Sam Brueton helped you?

Determined my long term requirements and the best way to achieve them. He then went on to make all the arrangements in a very professional manner, taking away all the stress.

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

Nothing.

Sam's reply

Thanks so much taking the time to leave this review and being most complimentary, Roman! Looking forward to working with you over the long term! Speak soon, Sam

Review from verified client

June, 2022

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

i was left some money in my Dad's will and wanted advice

How has Sam Brueton helped you?

Sam has been available if i needed to ask questions, and we have an annual review.

Have you seen the outcome you were hoping for?

yes

Sam's reply

Hi Pam, I hope you're well. Really appreciate the review - thanks again for taking the time out to do this. Speak soon, Sam

Review from verified client

May, 2022

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

Wanting to make a long term investment with saving I had

How has Sam Brueton helped you?

Helped me underhand different saving/ investments and risk level. Able to explain the technicalities and help me make informed decisions about my investments

Have you seen the outcome you were hoping for?

Yes

Sam's reply

Hi Sal, Thanks so much for leaving this review - really kind. Hope you're enjoying your travels! Speak soon, Sam

Review from verified client

May, 2022

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

I was looking for financial advice after inheriting a sum of money.

How has Sam Brueton helped you?

Sam Brueton helped me to choose the right ISA for my financial goals and ethical preferences.

Have you seen the outcome you were hoping for?

Yes, my investment has had a positive outcome and Sam is on hand with advice.

What could they have done better?

Nothing, Sam has always been available to help me with any queries.

Sam's reply

Hi Nina, Thanks so much for leaving a review. Means a lot See you soon! Sam

Review from verified client

May, 2022

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

Needed help and advise due to retiring early

How has Sam Brueton helped you?

Sorting out my different pensions with several companies Pointing me in the right direction on investments long term

Have you seen the outcome you were hoping for?

Yes My main goal has been achieved by listening to Sam’s advise

What could they have done better?

Nothing totally satisfied by Sam’s approach

Sam's reply

Hi Mark, Thank you so much for leaving this review. Really appreciate it, I'll see you again soon for a catch up! Sam

Review from verified client

May, 2022

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

Needed financial advice about thirty years ago.

How has Sam Brueton helped you?

Organising ISAs and tax/pension advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing at all. 100% job.

Sam's reply

Hi Andrew, That's really kind of you to leave such a flattering review. I hope you are both well and I'll see you in May Kind regards, Sam

Review from verified client

May, 2022

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

I have received advice from HCL for a number of years. Prior to this I did not use a financial advisor

How has Sam Brueton helped you?

Sam provides good solid advice on my pension position and I am happy to recommend Sam for this and other financial advice and management

Have you seen the outcome you were hoping for?

yes

Sam's reply

Hi Steve Thanks so much fir your complimentary review. Really appreciate it. Speak in a few weeks Sam

Review from verified client

May, 2022

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

Need to invest monies and review those I already had.

How has Sam Brueton helped you?

Always approachable and helpful

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not certain they could be better.

Sam's reply

Hi Paul. Thank you so much for leaving this review and taking time out of your day to do so. See you next month, Sam

Review from verified client

May, 2022

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

Advise on Pensions and Finances.

How has Sam Brueton helped you?

As above.

Have you seen the outcome you were hoping for?

So far , yes.

What could they have done better?

Anything is possible, but quite happy with things as they are.

Sam's reply

Hi Andrew Thanks so much for taking the time to leave your review above. It's really appreciated. Speak soon no doubt! All the best, Sam

Review from verified client

May, 2022

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

Early retierment

How has Sam Brueton helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Sam's reply

Hi Chris Really appreciate your kind words in this review. I look forward to working with you throughout your retirement! All the best until next time, Sam

Review from verified client

May, 2022

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

We needed professional financial advice.

How has Sam Brueton helped you?

Sam has given us sound financial advice on a number of matters.

Have you seen the outcome you were hoping for?

Yes, both income & growth.

What could they have done better?

We’re quite happy with the service he provides.

Sam's reply

Hi Keith A very belated thank you for taking the time to post this review! Speak to you soon, Sam

Review from verified client

May, 2022

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

Retirement

How has Sam Brueton helped you?

Sam has given us financial advice about pensions and savings. Without his help we would have left it up to the bank and would definitely not had the help and support he has given us or had the financial gain. He is always a phone call away which is reassuring especially through COVID.

Have you seen the outcome you were hoping for?

We are pleased with how our investments have been managed especially through the last two very difficult years.

Review from verified client

May, 2022

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

To be financially independent as possible when reaching retirement

How has Sam Brueton helped you?

Always available if needed with any of my funds and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Update of my investment and pension funds more often

Sam's reply

Hi Paul Thank you for taking time out of your busy schedule to leave me this review - it's really appreciated. Looking forward to catching up soon, Sam

Review from verified client

May, 2022

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

retirement

How has Sam Brueton helped you?

yes

Have you seen the outcome you were hoping for?

yes

What could they have done better?

not sure

Sam's reply

Hi Bob, thanks for leaving me this review. Really looking forward to working together with you and Alison throughout your retirement Speak soon, Sam

Review from verified client

May, 2022

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

Retirement

How has Sam Brueton helped you?

Very knowledgeable, confident and trustworthy with a Fantastic personality , always keeps in contact

Have you seen the outcome you were hoping for?

Very happy with our choices

Review from verified client

May, 2022

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

previous adviser retired. A friend recommended HCL some years ago His son Tony put our investments in order. He organised two trusts for our sons. Sam has now taken his place

How has Sam Brueton helped you?

He has set up a new system that only needs two years to come into into force , This is for margaret Who invested a large amount of money. Ken is more cautious and does not intend to invest as much

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Don't know

Review from verified client

May, 2022

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

We wanted some to give professional advice

How has Sam Brueton helped you?

He has provided that advice making it understandable for both of us

Have you seen the outcome you were hoping for?

yes

What could they have done better?

No

Sam's reply

Hi Graham and Trish Thank you very much for leaving me this review! Speak soon Sam

Review from verified client

May, 2022

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

My Wife and I needed to get our pension requirements in order with some sound financial planning.

How has Sam Brueton helped you?

He listens, he has good knowledge and seems to want to do his best for us.

Have you seen the outcome you were hoping for?

It's early days but we are happy with the progress our pensions are achieving.

Sam's reply

Hi Neil Very kind of you to leave this review - thank you so much. Anything else I can help with, please just let me know. Speak in a few weeks' time Sam

Review from verified client

April, 2022

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

I have been a client of HCL Bank House for over 25 years, initially needing assistance with a mortgage and pension planning.

How has Sam Brueton helped you?

Sam has been invaluable in continuing excellent advice with all aspects of my finances: savings, pensions and IHT/ CGT planning.

Have you seen the outcome you were hoping for?

Yes, without doubt.

What could they have done better?

I am totally confident in their advice and that they could not have done better.

Review from verified client

April, 2022

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

We have been delighted with the expert service and professional care provided by Sam, following the retirement of our previous IFA.

How has Sam Brueton helped you?

Sam has provided us with a wide range of expert support and analysis, from pensions through investments and long term planning for retirement.

Have you seen the outcome you were hoping for?

The analysis and solutions provided on consolidation of pensions has worked extremely well.

What could they have done better?

Not much.

Sam's reply

Dear Adam, thank you very much for taking time out of your busy schedule to post this review - I really appreciate it. It's great working with clients with client with complex pension arrangements; it certainly keeps me on my toes! Speak soon and take care, Sam

Review from verified client

April, 2022

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

Financial advice and guidance

How has Sam Brueton helped you?

As above

Have you seen the outcome you were hoping for?

Yes

Sam's reply

Dear John, thank you for taking the time to leave this review. Hope to see you both soon - I'll be in touch about your review in a month or so. All the best in the meantime, Sam

Review from verified client

April, 2022

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

When I retired and needed advise on investments

How has Sam Brueton helped you?

Sam has advised on investments on the best course of action to take over the covid pandemic effect on finance

Have you seen the outcome you were hoping for?

Yes I am very pleased with Sam's advice the market has responded as he stated . I have recommended HCL several times and I am aware of one gentleman who was very please with the advice given

What could they have done better?

Nothing

Sam's reply

Hello Andy, thank you very much for your kind comment and for taking the time to write this review of our financial advice service. It's a pleasure to work with such great clients. See you soon, Sam