Sam Sloma

Sam Sloma

Engage Financial Services Ltd

Minimum savings/pensions: Over £250,000

0203 544 6810
Based in Oakleigh-Park
View location

Verified since: February, 2018

5 out of 5

74 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 16 December 2024

  • 17

    Recent Client Reviews

    Verified reviews: 100%

  • Independent Financial Adviser

    Last checked: 17 October 2024

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

  • Transparent Fees

    Sam has provided information on their typical fees

I have recently turned 40, am married to Laura and we live in North London with our three daughters. My background is a little different from the average financial adviser. I left school at 16 to pursue a professional football career. I retired at 26 after deciding it was time to get married, start a family and pursue a new vocation. That vocation became financial planning. I am a Chartered Financial Planner, i’m studying to become a Certified Financial Planner and aims to be a Fellow of the PFS before turning 45. As Managing Director, I set the vision for Engage & champion our commitment to better client outcomes.

Offers available through VouchedFor

Contact Sam through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£375,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £375k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Sam's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Mortgage value

£0-100K£100-250K£250-500K£500-750K£750K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Clients' level of financial expertise

LowAverageHighVery high

Reviews of Sam

Are you a client of Sam? Write your own review
Review

by a verified client in Hertfordshire

3 months ago

Overall

Advice

Service

Value

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

My finances changed due to the death of my mother and circumstances surrounding my business

How has Sam Sloma helped you?

Sam gave me a number of ideas and options to consider

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in London

3 months ago

Overall

Advice

Service

Value

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

Initially I received a lump sum and required some advice on the best way to invest it. I am at a pivotal financial point in my life and wanted to ensure I did the right thing.

How has Sam Sloma helped you?

Sam took the time to understand my financial situation and needs. He listened to what I had to say whilst offering his own opinions and advice on what he thought the right thing to do was. Sam has talked me through all stages of the process and tenaciously followed up on ensuring that things get done (such as pension transfers). His advice thus far has been very well received.

Have you seen the outcome you were hoping for?

Its hard to answe this as we have made a number of longer term investments. However, with what I could realistically expect to this point (good advice, implementing investments etc.,. , I am very happy.

What could they have done better?

I am yet to find fault with Sam and his colleagues!

Repeat review

by a verified client in London

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Sam Sloma helped you since your last review?

My views re: Sam remain the same as before, however consistency has been key some five years later and that i'm appreciative of.

Repeat review

by a verified client in London

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Sam Sloma helped you since your last review?

Sam has been extremely helpful in managing my investments, both from a short term perspective (how to most withdraw money on a yearly basis over the last few years in a tax efficient way) and in planning my retirement. Above all, an excellent asset allocation, which has generated some very healthy returns over the years.

Repeat review

by a verified client in Herefordshire

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Sam Sloma helped you since your last review?

Sam has helped me on a wide range of my finances and planning on a regular basis

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