Sam Brueton

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.

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

On retirement, my husband and I were looking to invest our capital. Bank House (HCL) were recommended to us

How has Sam Brueton helped you?

With sound advice and reassurance during an uncertain market at times. Keeping us on the right track.

Have you seen the outcome you were hoping for?

Yes! Very pleased with the growth.

What could they have done better?

Nothing at all

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

Wanted to move our investments and pensions from a larger bank to a local advisor who would focus much more on our personal circumstances following our retirement.

How has Sam Brueton helped you?

Sam became our advisor following on from Tony Lee. Sam is always available when I have a query. Overall he has given sound and reasoned advice throughout the last 7 years when financial markets have sometimes been uncertain.

Have you seen the outcome you were hoping for?

Yes. Overall the outcome has satisfied our financial needs.

What could they have done better?

Nothing.

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

Retiring

How has Sam Brueton helped you?

With sound advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Investments and pensions

How has Sam Brueton helped you?

He has provided us with excellent advice regarding our pensions and investments.

Have you seen the outcome you were hoping for?

We are very happy with the returns on our investments and the advice we received regarding our pension consolidation.

What could they have done better?

Not aware of anything.

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

Approaching retirement

How has Sam Brueton helped you?

Merged all pensions and enabled me to retire early

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Investment advice

How has Sam Brueton helped you?

Long term investment advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very happy with advice given

Please provide a brief comment about your experience with Sam

Welcoming, relaxed but focused. Sam was able to discuss all my needs and preference regarding my monies and we’ve formulated an excellent relationship and strategy moving forward. Thank you!

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

needed advise for the future

How has Sam Brueton helped you?

advised me about moving money for better interest

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I'm happy with my advise

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

I was looking to retire early and needed financial advise to do so.

How has Sam Brueton helped you?

He merged my funds into one pension pot, arranged a payment process and opened a investment savings fund.

Have you seen the outcome you were hoping for?

yes the system has been working well for the last five years.

What could they have done better?

they could have done it for free but we know that's imposable they have to make a living.

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

We have had an advisor since 1990. With the retirement of our previous advisor, we are delighted now to be working with Sam.

How has Sam Brueton helped you?

Sam is firstly very proactive and has exemplar attention to detail. We are very confident and comfortable in how we work together and on the advice provided. Specifically, we are working on our complete financial plan for the next phase of my career, which has an important international dimension. We are totally delighted with the support.

Have you seen the outcome you were hoping for?

Yes: exemplar quality of advice on a financial journey towards the next phase of our lives. This covers review of investments, pensions and inheritance. We are very happy with the returns and especially the view forward, taking into consideration the complex and dynamic state of our world.

What could they have done better?

We have a complex financial situation. We are extremely happy with the service, support and advice. Thank you.

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

Semi-retirement

How has Sam Brueton helped you?

Sam helped me tranfer various pensions and consolidate into portfolio and thereafter the mangement thereof.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The transfer was seemless and efficient

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

Critical illness insurance payout

How has Sam Brueton helped you?

Sam always gives us great advice that we feel like we can trust in a friendly, approachable way. We like that Sam is a similar age to us and clearly has a good understanding of the life we want at the moment, as well as our goals for the future.

Have you seen the outcome you were hoping for?

This year, yes absolutely. We are happy with the growth since the pandemic.

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

needed someone to review and consolidate a few different pensions

How has Sam Brueton helped you?

Yes, Sam has given good advice regarding which policies to invest and he has moved some pensions so i now have all my pensions in one consolidated scheme

Have you seen the outcome you were hoping for?

Yes the consolidated policy has seen very good growth since I took it out

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

Needed money from my pension pot's

How has Sam Brueton helped you?

Speedy outcome for initial problem, and safely sorted longer term pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Probably nothing

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

I have used Sam as my financial advisor for a number of years

How has Sam Brueton helped you?

He is always ready to listen to my thoughts and gives appropriate advise

Have you seen the outcome you were hoping for?

yes

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

Not happy with Existing Pension Advisor.

How has Sam Brueton helped you?

Offered good sound advice in a timely faSHION.

Have you seen the outcome you were hoping for?

Absolutely!!

What could they have done better?

I really don't think the could have been more helpful.

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

Retirement

How has Sam Brueton helped you?

Yes100%

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

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

Needed and adviser to help as I am a dunce with financial affairs.

How has Sam Brueton helped you?

He has guided me through the jungle of financial packages available

Have you seen the outcome you were hoping for?

Oh yes.

What could they have done better?

I doubt it!

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

Pension advice

How has Sam Brueton helped you?

Yes Sam is very helpful

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

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.

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.

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.

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.

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

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.

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.

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.

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

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

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.

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

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

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.

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.

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?.

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

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.

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.

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!

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.

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

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

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

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

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

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.

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!

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.

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.

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!

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

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.

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

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

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?

?

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

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.

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

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.