Reviewed for

Insurance and Protection ( 17 )

Pensions ( 49 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 19 )

Investments and Savings ( 38 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 7 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 8 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 8 )

£100k - £200k ( 10 )

Up to £50k ( 10 )

£50k - 100k ( 10 )

Client reviews

First impression from a user who is not yet a client

June, 2024

Overall

Please provide a brief comment about your experience with Samuel

Sam was very helpful and explained everything in a way I could understand.

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in West Sussex

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

Pending retirement with little to no clue of what pension pots o had.

How has Samuel Dearnley helped you?

Vastly, in explaining the complexities of pension annuities etc.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in West Sussex

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

My brother and I became power of attorney for both our parents. Their investments needed a complete overhaul as were not in the best places.

How has Samuel Dearnley helped you?

We can't praise Samuel Dearnley high enough. He provided great advice in a sensitive and professional way, never trying to force his services on us. He has made what was a very stressful task so much easier and we are so grateful to him.

Have you seen the outcome you were hoping for?

Yes, and more so.

What could they have done better?

Nothing.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in West Sussex

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

I was seeking a retirement annuity.

How has Samuel Dearnley helped you?

Successful setting up of my retirement annuity, according to my expressed requirements.

Have you seen the outcome you were hoping for?

The best income for my retirement based on my pension pots and my attitude to risk.

What could they have done better?

Nothing.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in West Sussex

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

Having been given voluntarily redundancy it was time to consolidate my pensions and plan for my retirement. This looked very confusing and some what daunting so I knew who to call my parents have been using services of Iona Beesly Associates for a long time and so I had no trouble making my mind up .

How has Samuel Dearnley helped you?

He took the time to explain all my options and gave me time to examine all my choices in my own time and come to what my wife and myself new to be our best option and with a second meeting set the wheels in motion. Sam kept me informed all the time until my first payment.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

Not a thing.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

My partner was already using Samuel and I had a number of different cash accounts that I required to be sorted and invested to make better growth than in the bank. I also needed the Shares I owned reviewed. I also needed help with transferring my late wife's shares into my name.

How has Samuel Dearnley helped you?

He helped me complete completed Share Transfer forms and have simplified my accounts so that I can monitor them more easily.

Have you seen the outcome you were hoping for?

Yes, we have restructured my cash ISA's into an investment which is performing well and we have been able to transfer the shares into my name, which Samuel helped me completing the complicated forms.

What could they have done better?

Nothing really, Samuel is very helpful and let me know where we are in the process. He sends me my Annual Reviews and we have a meeting to discuss which is good.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

I was recommended to Samuel by a friend, to help me sort out my Estate and help me invest in a tax efficient manner for my future needs

How has Samuel Dearnley helped you?

To simply my Estate and invest the my future potential care needs.

Have you seen the outcome you were hoping for?

Yes, Samuel has been able to simplify my Estate and has recommended the right investments for my needs.

What could they have done better?

Nothing, Sam has been informative and have explained everything to me in detail and always comes back to me very quickly when I contact him.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

My husband died suddenly and I wanted advice about his pension which is now payable to me.

How has Samuel Dearnley helped you?

Sam was very helpful in all aspects of my enquiry. He was sympathetic to my personal situation and gave me regular updates.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Needed advice on a bond that was gifted to me.

How has Samuel Dearnley helped you?

Obtained all the information that he required from the financial institution and then provided a comprehensive and detailed report on the performance of the bond. Additionally he advised on all the options available if I wanted to reinvest or cash in the bond.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing in my opinion.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Apart from doing my annual selection of ISAs, purchacing premium bonds and a few index linked bonds I was a total minnow in the world of savings and investments. I was fortunate in having a friend who suggested Samuel might be the right man for us so we arranged a meeting with him. Both my wife and I were Impressed with his clear precise manner, making sure we clearly understood the pitfalls of investing and giving us plenty of time to think about the next move.

How has Samuel Dearnley helped you?

He had a good look at our savings and investments and recommended that our ISA shares were losing money and should be transferred to more suitable investments. We now have a 5 year investment plan in place, plus further financial improvements will be forthcoming at a suitable time in the near future.

Have you seen the outcome you were hoping for?

We are very happy at this stage of our journey so far. As we are quite new to the investment world we are not anticipating big changes at this stage.

What could they have done better?

Nothing.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

I have a pension pot that I wished to make a drawdown from but the pension provider was making it difficult to do so, despite previous advice from their dedicated advisor that it would be straightforward to do so when I wished post retirement (not required for an annuity).

How has Samuel Dearnley helped you?

Understood my need (and reasons for it) and, after appropriate advice, is assisting me in the process to achieve my desired drawdown.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No. Excellent, helpful professionalism from Sam.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

I wished advice and help in relation to drawdown from a secondary/subsiduary pension pot to fund a new car purchase.

How has Samuel Dearnley helped you?

He advised me, in the context of a financial review, the best way to achieve the required drawdown and assisted me in doing so. It involved moving the pension pot to another provider to enable the required drawdown and for the residual to be in a suitable pension vehicle for future drawdowns, as necessary, since the pension pot is not required for an annuity.

Have you seen the outcome you were hoping for?

Exactly as I wished, with the process occurring smoothly and in good time, with Sam keeping me informed regularly of progress.

What could they have done better?

Nothing. Sam was excellent throughout the process.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

I wanted to ensure all life and children are protected

How has Samuel Dearnley helped you?

Sam supported me with all my protection plans, and was able to explain a lot of information in a way which was easily understood.Sam was very patient with the process and provided me with all options available to me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of as Sam has been amazing and very thorough

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Having a family run company, we needed to have the protection and security if anything happened to us for each other and our children and for our future.

How has Samuel Dearnley helped you?

Samuel is so knowledgeable and helpful, we had a policy we weren’t happy with and he sorted it all out for us, reviewing what we had, what we needed and putting everything into place. It was so easy, and smooth, we really didn’t need to do much as Sam took all the pressure off, which helped as a working family.

Have you seen the outcome you were hoping for?

Yes, probably better than we anticipated, such a smooth and stress free process

What could they have done better?

Nothing to comment on!

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Samuel

Have not had an appointment with this advisor yet but the initial telephone conversation was concise and gave me confidence in providing me with an answer to all my questions

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Sussex

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

Pension crystalization.

How has Samuel Dearnley helped you?

Like many I have developed low expectations of the financial services industry and so approached crystalizing my pension fund with trepidation. Following the standard advice I contacted several companies chosen after reading reviews on the VouchedFor website, including Samuel. He transformed the seemingly uncharted mountain of pensions into a series of well-mapped foothills which he navigated with patience and expertise. Initially I viewed his fee as an inevitable expense but by the end of the process I realised that it was an investment. Thoroughly recommended.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not much that I can think of.

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Samuel

Clear and helpful

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in West Sussex

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

Due to some health issues, my retirement plans have been brought forward so a look at what i can, should do to maximise my investments and various pensions was needed

How has Samuel Dearnley helped you?

Sam methodically went thru each investment and my options, summarizing at the end very effectively, in what can be a confusing and complex area

Have you seen the outcome you were hoping for?

I have taken Samuels advice and will be engaging him closer my retirement date

What could they have done better?

Absolutely nothing, i arrived in a bit of a confused mess and left feeling empowered over my finances, thank you Samel

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

I was completely confused by having four different pensions accumulated over my working life and no idea how to manage things.

How has Samuel Dearnley helped you?

Samuel helped me by researching what was going on with my different pension providers and drawing-up an easy to understand report will all the key information for each pension. Massively helpful. He also helped to get the best deal with an annuity for a private pension.

Have you seen the outcome you were hoping for?

Absolutely - all thanks to Samuel.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

Needed professional advice about protecting my assets.

How has Samuel Dearnley helped you?

Gave me options regarding life insurance and pensions.

Have you seen the outcome you were hoping for?

Yes, it has been set up.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

We have been clients of Samuel for some years

How has Samuel Dearnley helped you?

He guided my husband and myself through a very tough period last year when we made a claim on our critical illness/injury policy

Have you seen the outcome you were hoping for?

Absolutely we have

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

I needed advice following an inheritance

How has Samuel Dearnley helped you?

Listened, patient and explained everything. Sam took on board that it’s the first time I have invested and advised accordingly

Have you seen the outcome you were hoping for?

Only just starting my investment journey

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

I had received an inheritance and wanted advice on how best to manage it.

How has Samuel Dearnley helped you?

He talked me through all the various financial avenues available and then did an in depth analysis of my adversity to risk before compiling his financial advice.

Have you seen the outcome you were hoping for?

I think it is probably too early to tell as it is less than a year since the funds were distributed into different places.

What could they have done better?

It might have been better to add more funds to some of the products as I held back a fair proportion to allocate to savings accounts that are getting a lower interest rate.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

Require advice on how to deal with various pension policies

How has Samuel Dearnley helped you?

Gave clear advice on merging pension policies and set up an annuity from them

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - satisfied with the service given

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

Needed guidance on how to invest and make important financial decisions.

How has Samuel Dearnley helped you?

Simplified important and confusing financial decision; Understood my requirements and goals for financial advise; Advised on best investments to suit my needs.

Have you seen the outcome you were hoping for?

Too short of a time period with regards to financial gains, however very happy with ongoing service and presentation of 6 monthly report etc.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

Pension advice.

How has Samuel Dearnley helped you?

Samuel laid out what my options were and guided me into what would be best for my circumstances.

Have you seen the outcome you were hoping for?

Yes, I’m very happy with the pensions I’m now receiving.

What could they have done better?

Nothing. Sam and his teams support through what was a very difficult process of getting the pension in place was excellent. His diligence and determination to resolve some poor service from the pension provider, showed me what a professional company Sam runs.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Sussex

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

I needed help with personal pensions and transferring them all to one place

How has Samuel Dearnley helped you?

Sam helped guide me through how the transfer process would happen and also has adviced me on how to get the best out of my current pensions, making sure they are all working as hard for me as possible for my circumstances

Have you seen the outcome you were hoping for?

Yes everything is transferred very smoothly and I can now keep an eye on everything all in one place

What could they have done better?

Nothing all was good

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Sussex

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

I was recommended to Samuel via a friend, as my husband died and I required assistance in sorting my Estate and investing for the future.

How has Samuel Dearnley helped you?

Samuel has been able to simplify my accounts and investments, and has recommended new investments for my current circumstances and for the future.

Have you seen the outcome you were hoping for?

Yes, my Estate has been simplified, which I can now manage and my Investments are performing well, even in the hard times we are currently in.

What could they have done better?

Nothing Samuel has been very open with his services and costs and has done everything he said he would. I am very pleased.

Review from verified client

December, 2021

Overall

Service

Advice

Value

Based in Sussex

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

With retirement looming I was looking for assistance with understanding the market and finding the best current options for my savings

How has Samuel Dearnley helped you?

Samuel was friendly and approachable. He answered even the most basic of questions with understanding and humour, listened to my requirements and explained in detail.

Have you seen the outcome you were hoping for?

So far!

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Sussex

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

To review my existing cash based savings due to low interest rates.

How has Samuel Dearnley helped you?

Samuel was able to advise me on a suitable investments for my needs and also pointed out that I have an Inheritance Tax issue which I was unaware of previously.

Have you seen the outcome you were hoping for?

Yes, I am very happy with the current performance and I have now been able to to take steps to reduce my inheritance tax liability.

What could they have done better?

Nothing, Samuel is very knowledgeable and approachable and went through all of the different options at good pace, so I understood everything before we proceeded.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Sussex

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

I was seeking to create a pension for my business and wanted simple to understand, clear and timely advice.

How has Samuel Dearnley helped you?

Sam was outstanding in every way. This is a very complex and potentially daunting world to get your head around - at least it is for me! Sam was patient, clear in his explanation, gave me the information required to make an informed and timely decision. I feel very fortunate to have connected with Sam and would have no hesitation in recommending him to any one.

Have you seen the outcome you were hoping for?

Yes, thanks to Sam's guidance I was able to open up a pension that met my expectations - and also an investment that was appropriate at the time. Thanks to Sam's support I was able to do so in a timely way.

What could they have done better?

I have nothing I can share in this area - Sam was so professional and personable in every regard and the service was genuinely without fault.

First impression from a user who is not yet a client

December, 2021

Overall

Please provide a brief comment about your experience with Samuel

Samuel 'phoned back as promised within 24 hours, and we discussed my situation, with Samuel giving me some valuable extra information, and able to fully explain my options. Samuel was clear on his charges if I took his services, which I may still need to do, but for the short term I am very happy with the free consultation, and I go forward to approach my current pension provider with the knowledge imparted to me by Samuel. Many thanks.

First impression from a user who is not yet a client

August, 2021

Overall

Please provide a brief comment about your experience with Samuel

Contacted straight away. Very helpful advice for my particular circumstances.

First impression from a user who is not yet a client

July, 2021

Overall

Please provide a brief comment about your experience with Samuel

I contacted Sam directly before Voucher for. I explained the change in our circumstances.

First impression from a user who is not yet a client

April, 2021

Overall

Please provide a brief comment about your experience with Samuel

Sam responded promptly and positively answered all of my questions...he went above and beyond what I expected.

First impression from a user who is not yet a client

April, 2021

Overall

Please provide a brief comment about your experience with Samuel

Honest. Conventional.

Samuel's reply

Thank you for your review Mr Avery and sorry I was not able to help with the very niche/specific type of investment you are looking for. Hopefully, one of the two companies I referred you to, were able to assist further. Regards Sam

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Sussex

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

In 2017 my wife & I sought Sam’s advice to ensure a smooth and managed access to our investments during our retirement. We contacted Sam again Mar 2021 to request help in investing additional funds.

How has Samuel Dearnley helped you?

Sam was absolutely thorough in understanding our situation and objectives. His advice has paid dividends in the past 4 years (including the disruption caused by the dreaded COVID!). Thus we chose to seek his advice once more to manage some additional funds.

Have you seen the outcome you were hoping for?

Yes. Over the portfolio the investments have bettered our anticipated outcome

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in West Sussex

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

After my mum passed away, my grandparents went to Sam. He has been taking care of the investments for me until i as old enough for them to be in my name. Since then he has been so helpful and has helped me with life insurance for myself and my partner.

How has Samuel Dearnley helped you?

He has helped me with investments, finding a mortgage broker and life assurance.

Have you seen the outcome you were hoping for?

Yes!

What could they have done better?

Nothing! Wonderful service.

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Samuel

He was very friendly. informative and clear with information. I would highly recommend

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Samuel

Very clear information. I hope to speak to Samuel again in the near future before deciding on precise arrangements

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Sussex

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

Looking for investments

How has Samuel Dearnley helped you?

Sam is excellent. He keeps in regular contact whilst he is finding the best investment opportunities.

Have you seen the outcome you were hoping for?

Our investments are long term.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in London

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

Pensions - advice on consolidation/ transferring my pensions.

How has Samuel Dearnley helped you?

Samuel provided me with clear and helpful advice on managing my pensions and arranged for one of them to be transferred to a new pension scheme.

Have you seen the outcome you were hoping for?

Yes I am very pleased with the advice I was given and the outcome.

What could they have done better?

I cannot think of anything that could have been done better.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

I have used this reliable company for many years now .

How has Samuel Dearnley helped you?

They helped me to get out of financial difficulties on several accounts but have been very polite and professional at all times

Have you seen the outcome you were hoping for?

Yes i have and highly recommend this company to all that need them

What could they have done better?

I can honestly say that he could not have done anything more for me

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in West Sussex

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

Looking for a company pension scheme.

How has Samuel Dearnley helped you?

We had a few pensions around and was able to consolidate our schemes, offering the best advice forward.

Have you seen the outcome you were hoping for?

At the moment its been one year and so far so good.

What could they have done better?

Maybe a few more check ins to see how things are going?

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Sussex

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

Wanted to plan for the future

How has Samuel Dearnley helped you?

Advised us on future planning of assets

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We are extremely pleased with all the advice Samuel gave us and also went the extra mile in our opinion

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Sussex

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

Retirement. Wanted 5 different pensions consolidated to a flexible retirement account

How has Samuel Dearnley helped you?

Samuel transferred all the pensions into a suggested flexible account that I agreed with splitting the investments into the right risk groups for my purpose

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything. He has been very helpful and has more than answered all my questions and has always had time to talk to me when more questions have come up

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Sussex

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

I could not draw down one of pension pots without obtaining advice from a financial advisor.

How has Samuel Dearnley helped you?

Listened, understood what was required and advised me accordingly.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in London

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

Financial planninbg

How has Samuel Dearnley helped you?

Samuel Dearnley spent a long time guiding me so that I could make a calculated decision on my current and long term investment planning. He understood my concerns and wishes. With his advice I have re-organised my investments and have confidence in my tax planning and financial future both for myself and for my children.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Sussex

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

My 2 pension policies reached maturity and advice was required as to how to proceed

How has Samuel Dearnley helped you?

Samuel provided an excllent summary of my financial position and gave straightforward and sensible recommendations on what I should do

Have you seen the outcome you were hoping for?

Yes

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Sussex

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

My previous financial advisor was retiring

How has Samuel Dearnley helped you?

He discussed my options, level of risk I was willing to take regarding investments

Have you seen the outcome you were hoping for?

I haven't considered the outcome as I don't intend to retire for another year, so will consider it then.

What could they have done better?

I'm not aware that he could have done anything better.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Sussex

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

Inexperience in the pensions market. I had known Sam through my wife's accountancy practice.

How has Samuel Dearnley helped you?

Sam helped me consolidate all my pensions into one "pot". Managing my pensions could not be easier due to his help.

Have you seen the outcome you were hoping for?

Yes. It is easier to get the information I need and Sam is only a 'phone call away if I am unsure about anything.

What could they have done better?

Sam could not have done anything better than he already has done. He gave me several alternatives and I chose the one I thought suited me best. Sam then came back with a further plan to explain and consolidate my choice.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Sussex

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

I wanted to move my personal pension into something more flexible and one that I could control myself on-line.

How has Samuel Dearnley helped you?

Samuel explored the market for me which resulted in him collating a very informative report.

Have you seen the outcome you were hoping for?

Yes, my pension has been moved to a product which suits my needs.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hampshire

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

To talk about and obtain advice on my pension before retirement and about a will

How has Samuel Dearnley helped you?

He got me the best deals for my pensions and wrote my will out in a professional manner

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing everything was very good

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Sussex

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

As I had a dependent child and no financial security for him if I passed away.

How has Samuel Dearnley helped you?

Samuel Dearnley helped me greatly as I had medical complications and so to look for life insurance was extremely complicated and daunting. Samuel handled sensitively, effectively and found me an affordable cover that ensured that I had that security.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I honestly don't know! Service was quick, painless and he got me a deal i was extremely happy with.

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Surrey

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

We felt we were getting bad advice from our previous Financial Adviser and our accountant suggested we spoke to Samuel.

How has Samuel Dearnley helped you?

He took a good look at our finances, pensions, savings and could see straight away where it could be improved. The transition was seemless and he made everything as straight forward as it could be.

Have you seen the outcome you were hoping for?

We are in early stages, but our investments are now much easier to track and we are not relying on one annual/confusing statement.

What could they have done better?

In all honesty, I felt all our queries were handled in a calm professional manner!

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Sussex

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

We were looking for life insurance and a company pension scheme.

How has Samuel Dearnley helped you?

He found good value schemes that met our requirements. He presented the options in a transparent way so that we knew exactly where our money was going and what would happen in the future.

Have you seen the outcome you were hoping for?

Yes, very satisfied.

What could they have done better?

I can't think of anything, he was very helpful and we know we can rely on hin if we need help in future.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Samuel

All good advice very satisfied

First impression from a user who is not yet a client

May, 2019

Overall

Please provide a brief comment about your experience with Samuel

Very easy to talk to and answered my questions daily and sufficiently. Took me over a month to find out the answer to 1 question and Samual did it for instantly

First impression from a user who is not yet a client

August, 2018

Overall

Please provide a brief comment about your experience with Samuel

Unfortunately Samuel doesn't deal with the issue I have but did contact someone else for me.

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Samuel

My experience with Samuel was first class. He was polite friendly and gave me the benefit of his advice relating to the proposed changes to my private Pension. His understanding of my limited finances, he treated my enquiry as a first visit and was therefore F.O.C. I can't thank him enough. Mr N Hitchcox

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Samuel

Very honest and open advice offered

Review from verified client

July, 2017

Overall

Service

Value

Advice

Based in West Sussex

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

I wanted to invest in ethical funds.

How has Samuel Dearnley helped you?

Samuel suggested different ways of investing my stocks & shares ISA and pension. One option was to switch to alternative products with the same providers, and another was to migrate to different providers. We also discussed my attitude to risks involved, the merits of various ethical funds, and the sorts of things I would like to invest in. Samuel is a very nice chap: he's very down to earth and he listens well. I felt confident he was looking out for my interests.

Have you seen the outcome you were hoping for?

I'm very pleased with the outcome: I think I'm investing in a good spread of ethical funds.

First impression from a user who is not yet a client

July, 2017

Overall

Please provide a brief comment about your experience with Samuel

Very helpful.

First impression from a user who is not yet a client

February, 2017

Overall

Please provide a brief comment about your experience with Samuel

Helpful and answered my questions.

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with Samuel

Very informative But it was decided we need an accountant rather than a Financi lAdvisor

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in West Sussex

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

Required advice regarding eight different pensions.

How has Samuel Dearnley helped you?

Sam listened, understood and explained our options in a clear and concise way. All questions were answered fully.

Have you seen the outcome you were hoping for?

Absolutely, the hope was to provide the best pension for our needs and this has been achieved.

What could they have done better?

Perfect service

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in East Sussex

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

Profit from the sale of my house in London when I moved to Hove.

How has Samuel Dearnley helped you?

Samuel understood my needs clearly and gave me excellent advice as to the actions I should take, i.e. to do all the necessary repairs of my house.

Have you seen the outcome you were hoping for?

The initial advice was perfect for my needs and has given me great satisfaction. The investment plans were carefully explained and Samuel worked hard to re-arrange my existing portfolio.

What could they have done better?

I can't think of anything that could have been done differently at this stage.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in West Sussex

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

Seaking advise about my company pension.

How has Samuel Dearnley helped you?

Looked into my company pension for me and gave me excellent advise on my pension which has put my mind at ease and given me sound advise for how to plan for the future.

Have you seen the outcome you were hoping for?

Samuel has given me a real plan to help me in the future with my pension.

What could they have done better?

Samuel was fantastic and very honest and I will trust him in the future with ideas about how to improve my monies at a later time in life

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

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

I am a single mature lady who wanted professional advice for existing pensions and future retirement. I wanted to establish a connection with a professional, albeit at the advice of friends who suggested I could get such advice from the internet!.

How has Samuel Dearnley helped you?

Samuel provided what I call 'good old customer service'. Formal and pleasant without modern day euphemisms used as a way of communication. Samuel was prompt and efficient in all communications with me and my existing pension company providers. Samuel's communications to me were lengthy but comprehensive and transparent.

Have you seen the outcome you were hoping for?

Samuel led me to the outcome I had not dreamed of hoping for in that he added to my pension pot for the future.

What could they have done better?

There is nothing that Samuel Dearnley could have done better in my opinion. On every level, from trust, communication, feedback and outcome, Samuel was excellent in his approach at every stage. I have much encounters with so called professionals over the years with regard to investments, mortgages, savings and so on; but I must say that Samuel has gained my trust in such an unforgiving society in terms of consumer experiences and associated rip offs.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

To invest the proceeds from a property sale for my old age.

How has Samuel Dearnley helped you?

I first did business with Iona Beesly Associates many years ago, and went straight to her son, Samuel Dearnley, who met me on several occasions to help me understand the different forms of investment open to me. At all times he was extremely polite, giving me comprehensive advice in a very professional manner, taking his time to ensure that I understood in layman's terms, the various investigations he had done on my behalf, and after each meeting, I received confirmations in writing setting out what had been discussed each day, giving me the time to make my own decisions. I was given clear information on all costs and fees involved. I found the whole experience very comprehensive, thorough in every detail, and would highly recommend Samuel as an excellent private IFA.

Have you seen the outcome you were hoping for?

Yes, after every possible option discussed, I have been able to make my decisions with no doubts at all.

What could they have done better?

Samuel went out of way to look after me, I really could not have found any constructive suggestions, I hold comprehensive records of all our discussions and meetings held with him.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

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

Looking to retire early.

How has Samuel Dearnley helped you?

Samuel gave us all of the options available and fully understood our concerns. The speed with which he dealt with the paperwork was excellent.

Have you seen the outcome you were hoping for?

I am now able to retire a year early and can relax as everything is now in place to enable us to move forward.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in West Sussex

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

I required advice regarding my pension,and guidance through the procedure to release the tax free portion.

How has Samuel Dearnley helped you?

He explained the way forward in a way that I could understand and helped me through step by step.

Have you seen the outcome you were hoping for?

Yes,absolutely..

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in West Sussex

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

Decided to retire early.

How has Samuel Dearnley helped you?

He completed a comprehensive review of all the schemes that I was making contributions to and provided a thorough and easily understood summary of all the available options.

Have you seen the outcome you were hoping for?

I am extremely pleased with the terms of the annuities and the timescale for setting them up.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in West Sussex

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

Presently taking steps to a divorce procedure and needed assistance to appraise my financial situation both present and future.

How has Samuel Dearnley helped you?

Samuel listened carefully, asked pertinent questions and gave helpful advice. The meeting has given me confidence to make informed decisions.

Have you seen the outcome you were hoping for?

Yes at this early stage my initial meeting with Samuel has clarified my understanding of my position and I am happy to return at a later stage for more detailed advice.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Surrey

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

Needed to review my current life insurance policy as I had concerns over the company I was using.

How has Samuel Dearnley helped you?

He was very thorough and gave me lots of different quotes so that I could consider my options.

Have you seen the outcome you were hoping for?

Yes I have been able to review and take out a new policy which Sam organised for me. The process was very straight forward.

Review from verified client

February, 2016

Overall

Advice

Value

Service

Based in Surrey

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

As part of a fuller review of family finances (arranged by my wife) Sam took the time to review my life insurance policies.

How has Samuel Dearnley helped you?

Having discussed and understood the situation Sam came back with a number of suitable options. Thanks to Sam's efforts I was able to close down a policy with a company I was not happy with and able to take out far better cover with a more reputable organisation and thereby bringing security and reassurance to my wife and family should anything happen to me.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in East Sussex

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

The sale of my house in London and my move to Hove.

How has Samuel Dearnley helped you?

Samuel spent time to understand my needs and presented me with a comprehensive report listing my options. He explained these to me with time and patience. The conclusion we arrived at, with his advice, was the most suitable to my present circumstances. I am very grateful for his perceptiveness.

Have you seen the outcome you were hoping for?

I am happy with the recommendations so far. As this negotiation is at an early stage, I hope to continue with Samuel's ongoing advice .

First impression from a user who is not yet a client

December, 2015

Overall

Please provide a brief comment about your experience with Samuel

At our initial meeting Samuel was informative and precise in describing the service he could give. He understood my financial situation and advised me on possible ways forward without any pressure.

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in West Sussex

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

The death of my husband, who had hitherto dealt with all our financial matters.

How has Samuel Dearnley helped you?

I have been using Samuel Dearnley and Iona Beesley for 4 years now, with all aspects of my financial affairs. Samuel helped me last year with the decision as to how to take my company pensions, looking at all aspects to find the best to suit my circumstances.

Have you seen the outcome you were hoping for?

I now have a stable income and safe investments which thus far have continued to grow.

What could they have done better?

I feel my IFA has done everything I have asked for. He is always approachable and will help at all times.

First impression from a user who is not yet a client

September, 2015

Overall

Please provide a brief comment about your experience with Samuel

I found Samuel to be very helpful, friendly and I felt I could trust what he told me.

Review from verified client

September, 2015

Overall