93 reviews | 2 verified advisers
Review for Sam Lane
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.
What could they have done better?
Nothing
Review for Sam Lane
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
What could they have done better?
?
Review for Sam Lane
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.
What could they have done better?
Nothing.
Review for Sam Lane
How has Sam helped you since your last review?
Sam continues to provide support when requested always returning calls promptly, also email are replied to with same diligence !
Review for Sam Lane
How has Sam helped you since your last review?
He explained to us clearly the benefits of changing platform from Elevate to Novia, how it would happen and how long the move would take. He also advised us that we could quite safely draw down an extra £200 a month, and that this was better taken from an ISA than from my pension pot, for tax reasons.
