Sam Tindale

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

I needed specialist advice on dealing with my private pension arrangements and also investing for the future whilst being conscious of estate planning.

How has Sam Tindale helped you?

Explaining fully and with clarity but in a way the non specialist can understand the nature of my pension arrangements and the interplay with other investments and how best to plan for the future.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

I’m entirely happy with the service Sam has provided. He is also excellent at remembering and taking into account personal and family circumstances.

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

I needed to consolidate several pension plans and Sam was recommended to me.

How has Sam Tindale helped you?

Sam has helped me plan for retirement, providing good advice and support over several years. His approachable, friendly personality makes you feel at ease and he explains things very well if you're not clear on something.

Have you seen the outcome you were hoping for?

Yes, plans made through Sam are on course to enable working hours to be reduced in the near future and subsequent retirement plans are also on track.

What could they have done better?

Nothing. Every aspect has been great. I would have no problem recommending Sam and his team to anyone.

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

We needed expert advice to guide us in making appropriate investments and choices in connection with our savings, retirement and inheritance tax planning.

How has Sam Tindale helped you?

After listening to and understanding the details of our family and financial situation Sam has guided us on choosing appropriate investments and savings options and making sure that we maintain a reasonable income in retirement to suit our lifestyle.

Have you seen the outcome you were hoping for?

In general yes we have.

What could they have done better?

Nothing comes to mind.

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

Advise for pensions and savings

How has Sam Tindale helped you?

Strengthened our pensions and made our savings work harder

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

I was looking after my own investments but wanted access to a team with experienced managers as i neared retirement

How has Sam Tindale helped you?

Yes. He has always been professional and clearly cares.

Have you seen the outcome you were hoping for?

Yes and no. My investments have done well but we have been through a turpulent time which means all investments have not performed as perhaps they would have ten years ago.

What could they have done better?

I think under the circumstances they have done as well as they could.