Top Rated Adviser 2021...

I am very proud to have qualified for the third year running for The Times ‘Guide to the UK’s Top Rated Financial Advisers’ published on Saturday (10 April). 

This guide is compiled by Vouched For, a website which is a little like TripAdvisor, but for finding professional services. On the site, clients are invited to leave reviews for their financial planner, scoring them on three main criteria: service, value and advice given.

Thank you.

I would like to say a big thank you to all of my clients who have taken the time to leave a review. It is a great privilege to work with you, and to have the opportunity to help you achieve your goals.

The only way of qualifying for entry into this guide is through genuine client reviews, which makes my inclusion all the more rewarding. I now have 33 reviews, adding up to an overall rating of 5 out of 5. For me, this is validation that the team and I are achieving our aim of providing an experience and service that clients value.

What our clients are saying:

“Sam has been absolutely invaluable in planning all aspects of our finance and long-term security. He has successfully helped us buy our dream home and plan for our future, offering advice and explaining complex ideas simply and concisely. He has helped plan many aspects of our lifestyle (above and beyond financial advice alone) to give us absolute confidence.”

“I can't think of anything that could have been done better. I felt that Sam really understood my situation and what my requirements were. The information he shared was very clear, and I am very happy with the level of service received and also with the cover I now have in place.”

“Sam was extremely helpful in the way he informed us of all options available to us. Sam and his team went above and beyond making us feel at ease through every step of our decision making. Making sure we had enough money readily available should we need it but also helping us benefit from sound investments. He was very personable and kind.”