Samuel Dearnley

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

I wished to take 25% tax free sum from existing pension pot and reinvest the remainder into a more profitable scheme.

How has Samuel Dearnley helped you?

Facilitated my request and offered valuable insight and advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. The service provided was first class and the communication was excellent.

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

I began looking for a financial adviser when I realised I needed help with the complexities of my pension and overall financial planning.

How has Samuel Dearnley helped you?

Samuel Dearnley has been instrumental in my financial journey, particularly with my pension planning. He took the time to understand my goals and concerns, providing tailored advice that aligned with my needs. Samuel's communication ensured I was always informed about my choices and market trends. I truly appreciate his professionalism and dedication!

Have you seen the outcome you were hoping for?

I initially sought a financial adviser because I felt overwhelmed by the complexities of pension planning and long term financial security. Samuel dealt with all my concerns professionally.

What could they have done better?

Nothing more

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

A decision to distribute funds from a limited company into new pensions for my wife and me, and to consolidate existing pensions into the new pensions.

How has Samuel Dearnley helped you?

Samuel took our list of raw requirements and worked with us to achieve an optimal outcome within constraints posed by HMRC and the realities of the pension market.

Have you seen the outcome you were hoping for?

Yes, I can't see how the outcome could have been better.

What could they have done better?

Nothing.

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

Taking a company pension

How has Samuel Dearnley helped you?

Exchange company pension for annuuity

Have you seen the outcome you were hoping for?

Yes happy with outcome

What could they have done better?

It was all good

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

I needed 4 pension pots consolidated and put into a drawdown facility which would grow at a decent rate, which I could access on an as required basis and which would pass onto my wife or children in the event of my death.

How has Samuel Dearnley helped you?

He took the time to assess my financial circumstances to ensure I was seeking the correct thing and having confirmed that he recommended an ideal company / product to provide the required facility and arranged the necessary consolidation. He explained all points relating to this and once the decison was made I was kept fully informed on progress, which was surprisingly fast.

Have you seen the outcome you were hoping for?

Absolutely it was just exactly what I was after and the whole process was executed quickly and efficiently. I couldn't be more pleased with the outcome.

What could they have done better?

Nothing