Sam's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 2 )
Pensions ( 51 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 39 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 20 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 40 )
Financial Mentoring ( 13 )
Financial Coaching ( 8 )
( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 14 )
£100k - £200k ( 5 )
£50k - 100k ( 4 )
Up to £50k ( 5 )
Review
by a verified client in Shropshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had monies that needed investing.
How has Sam Brueton helped you?
Time will tell but seems we have a better Pension provider.
Have you seen the outcome you were hoping for?
Starting to
What could they have done better?
Happy with the service received so far.
Sam:
Thank you, Chander, for your review. I’m glad to hear you’re happy with the service so far and that we’ve found a pension provider that feels like a better fit for your needs. It’s encouraging that you’re starting to see the outcomes you were hoping for. Financial planning is often a longer-term process, but it’s great to know we’re on the right track. I appreciate your trust and look forward to supporting you further as your plans develop. Speak soon, SamReview
by a verified client in Shropshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement of previous account manager.
How has Sam Brueton helped you?
Sam Brueton is a pleasure to work with. He is very knowledgeable and goes the extra mile to help where possible. I am transferring some investments and it has taken longer than anticipated due to no fault of Sam but he has given me regular updates throughout the process. He has taken over my account from a previous account manager due to retirement and has had an in depth look into my account and moved funds accordingly with a potential future increase in growth based on historical data so is very proactive which is refreshing. Geeta Badhan
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Sam:
Dear Geeta, Thank you for your kind review. I’m really pleased to hear that the transition from your previous adviser has been a positive experience and that you’ve found my support helpful and proactive. I appreciate your patience with the investment transfer delays, and I’m glad the regular updates have helped keep things clear. It’s great to know you feel confident in the steps we've taken so far, especially in aligning your portfolio for future growth. Thanks again for your trust. I look forward to continuing to support you in meeting your financial goals. Best regards, Sam BruetonFirst impression
by a VouchedFor user
3 months 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
3 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
3 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 Brueton