149 reviews | 5 verified advisers
Review for Sam Lane
How has Sam helped you since your last review?
As I wanted to personally manage my whole account via another provider, Sam explained the benefits & pitfalls with no pressure to stay. He checked my capital gains position and we split the transfer to minimise tax issues which was very helpful. I have been extremely happy with Sam and Aspirations and highly recommend them to new people looking to invest in good products.
Review for Sam Lane
What were the circumstances that caused you to look for a financial adviser?
Retirement Planning for my Wife and I
How has Sam helped you?
Very clear advice on benefits of plan(s), projections of monies vs timescales and updates when requested
Have you seen the outcome you were hoping for?
Despite markets being in a state of flux due to Covid & the Ukraine situation over the last two years I'd still say yes, outcomes have been what we were hoping for
What could they have done better?
Nothing to date
Review for Chris Iles
How has Chris helped you since your last review?
Has looked at all my financial requirements for attaining early than planned retirement
Review for Sam Lane
How has Sam helped you since your last review?
Sam carried out an annual review, wrote a comprehensive personalised report, supplied financial projections and arranged pension drawdown for me.
Review for Sam Lane
How has Sam helped you since your last review?
Sam is an excellent financial advisor - the quality of his advice is superb, he explains everything clearly and patiently, and is great to deal with. I've recommended him to family and friends.
