96 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Sam Lane

July 2024

What could they have done better?

Nothing, am completely happy with the meetings and outcomes from Sam.

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

Planning retirement

How has Sam helped you?

To ease into retirement maintaining my finances

Have you seen the outcome you were hoping for?

Absolutely

Review for Sam Lane

April 2024

What could they have done better?

Nothing

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

To manage my pension

How has Sam helped you?

He took over from my previous advisor

Have you seen the outcome you were hoping for?

Yes in general

Review for Sam Lane

February 2024

What could they have done better?

Nothing

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

Long time customer

How has Sam helped you?

He was very clear with the advice.

Have you seen the outcome you were hoping for?

We will do, in time.

Review for Sam Lane

January 2024

What could they have done better?

?

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

Sam took over from an adviser who retired. He is very easy to talk to, understands my lack of knowledge re investments etc!!

How has Sam helped you?

He explains things very clearly without jargon so I am confident that I am getting good help.

Have you seen the outcome you were hoping for?

Yes, considering the financial climate at the moment

Review for Sam Lane

December 2023

What could they have done better?

Nothing.

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

We were using another adviser, but he retired and our new adviser was recommended by the old adviser.

How has Sam helped you?

He has taken a lot of time to understand our needs and situation. Using that knowledge, he has given us excellent advice. As a result, we've seen good growth in our investments, but have also been able to withdraw funds when we've needed them. We are very happy indeed with the service Sam has provided.

Have you seen the outcome you were hoping for?

Yes, in terms of both investment growth and the withdrawals we've needed to supplement our needs in retirement.