Sam's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 2 )
Pensions ( 47 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 19 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 37 )
Financial Mentoring ( 13 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 13 )
£100k - £200k ( 5 )
£50k - 100k ( 4 )
Up to £50k ( 5 )
Review
by a verified client in Staffordshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bring all my company pensions into one managed fund.
How has Sam Brueton helped you?
Sam is our trusted financial advisor who always takes the time to work with us to ensure we are fully advised and on track with our pensions.
Have you seen the outcome you were hoping for?
Yes so far
Sam:
Hi there Thank you for your review. It’s always a pleasure working with you, and I’m glad to hear you feel fully informed and on track with your retirement goals. Ensuring that your pension planning is aligned with your future plans—especially as you approach retirement in 2027—is a key priority, and I’ll continue to support you every step of the way. If you ever have any questions, please don’t hesitate to reach out. I look forward to our ongoing work together. Kind regards, SamReview
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of my pension portfolio and advice on how it could be better managed.
How has Sam Brueton helped you?
Help me make solid investment decisions for the long term growth of my investments.
Have you seen the outcome you were hoping for?
The outcome has been very good.
Sam:
Morning Adrian, Thank you for your great review! SamReview
by a verified client in Staffordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retirement, my husband and I were looking to invest our capital. Bank House (HCL) were recommended to us
How has Sam Brueton helped you?
With sound advice and reassurance during an uncertain market at times. Keeping us on the right track.
Have you seen the outcome you were hoping for?
Yes! Very pleased with the growth.
What could they have done better?
Nothing at all
Sam:
Dear Margaret, Thank you very much for taking the time to leave this review. Always a pleasure working together. Kind regards, SamReview
by a verified client in Staffordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to move our investments and pensions from a larger bank to a local advisor who would focus much more on our personal circumstances following our retirement.
How has Sam Brueton helped you?
Sam became our advisor following on from Tony Lee. Sam is always available when I have a query. Overall he has given sound and reasoned advice throughout the last 7 years when financial markets have sometimes been uncertain.
Have you seen the outcome you were hoping for?
Yes. Overall the outcome has satisfied our financial needs.
What could they have done better?
Nothing.
Sam:
Dear Jim, thank you very much for leaving me this review. It's very much appreciated. Kind regards, SamReview
by a verified client in Staffordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retiring
How has Sam Brueton helped you?
With sound advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Sam:
Hi Steve, Thank you so much for leaving me this great review. Looking forward to working with you going forward. Kind regards, Sam