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.
Retirement Planning for my Wife and I
Very clear advice on benefits of plan(s), projections of monies vs timescales and updates when requested
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
Nothing to date
Has looked at all my financial requirements for attaining early than planned retirement
Sam carried out an annual review, wrote a comprehensive personalised report, supplied financial projections and arranged pension drawdown for me.
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.