Sam's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 2 )
Pensions ( 64 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 48 )
Investments and Savings ( 75 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 23 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 51 )
Financial Mentoring ( 14 )
Financial Coaching ( 9 )
( 3 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 17 )
£100k - £200k ( 5 )
£50k - 100k ( 4 )
Up to £50k ( 6 )
Review
by a verified client in Shropshire
5 days ago
Overall
Advice
Service
Value
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.
Sam:
Dear Chander, Thank you for your feedback and for sharing your experience of working with us, particularly around your business needs and the changes recommended. Pleased to hear the outcome has met your expectations and appreciate your trust in our ongoing support and tailored financial advice. All the best, SamReview
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
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
Sam:
Thank you, Sue, for your kind feedback. I’m pleased that our pension review has helped improve tax efficiency and deliver the returns you were hoping for! All the best, SamReview
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
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
Sam:
Thank you, Bob, for your feedback. I’m pleased that my guidance on pensions and the relevant laws has helped with your retirement planning and delivered the outcome you were hoping for. Speak soon, SamReview
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
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.
Sam:
Thank you, Tracey, for your kind words. I’m pleased that the guidance provided made the investment process clearer and helped you feel confident about your retirement planning. It was a pleasure assisting you during this important financial decision. See you soon, SamReview
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ultimately someone who specialises in Financial affairs, and knows more than me !
How has Sam Brueton helped you?
Planning towards my retirement, how to make my savings work best
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, excellent service as usual.
Sam:
Thank you for your kind review, Nigel! I’m really pleased to hear that our work together on planning for your retirement and making the most of your savings has helped you achieve the outcome you were hoping for. I appreciate your continued trust and look forward to supporting you in the future. Catch up soon, Sam