Samantha Secomb

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

I was intending to retire and wanted advice and options on ways to invest and manage a lump sum payment.

How has Samantha Secomb helped you?

Sam advise me on a variety of opportunities and explained the pros and cons of each

Have you seen the outcome you were hoping for?

Yes, my plans have changed over the 5 years and Sam has advised me of the best ways of achieving my outcomes.

What could they have done better?

Nothing in my opinion.

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

Advice on current pension with view to moving to new provider to improve performance and save on fees.

How has Samantha Secomb helped you?

Saved me money and moved pension to new provider.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, I was very happy with the advice and service.

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

I needed some financial advice about my future as I wasn’t sure where it was best to invest

How has Samantha Secomb helped you?

Sam helped me by clearly defining the opportunities I had and gave great advice about pension planning too!

Have you seen the outcome you were hoping for?

Yes, I’m clearer on my future going forwards

What could they have done better?

Nothing! Great advice was given

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

My retirement and pension investment.My security in investment. Risk management and investment in stock exchange.

How has Samantha Secomb helped you?

Original advice and setting up a very individual risk assessment and ongoing supportive advice.

Have you seen the outcome you were hoping for?

Yes Samantha gives me confidence to get the best results in an age where risk of being scammed or ill advised is high.My returns on investment have been really satisfying.Also feeling safe in Samantha's hands.

What could they have done better?

Can't think of anything at this time.

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

I had some money to invest

How has Samantha Secomb helped you?

Yes she was very knowledgeable

Have you seen the outcome you were hoping for?

Yes and no. The market is fluctuating but nothing has happened that I wasn’t expecting. Samantha had warned me of everything.

What could they have done better?

Nothing